+16.0%
AMT vs HUBB
+57.0%
-41.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +1.5% | +1.8% | -0.2% | +1.7% |
| 30D | +6.8% | -7.7% | +14.5% | +6.2% |
| 3M | +11.2% | -13.6% | +24.8% | +9.9% |
| 6M | +12.5% | -9.1% | +21.6% | +11.7% |
| YTD | +12.5% | -0.7% | +13.2% | +12.2% |
| 1Y | +10.1% | +1.1% | +9.0% | +9.9% |
| 3Y | +16.0% | +56.2% | -40.2% | +13.7% |
| All | +16.0% | +57.0% | -41.0% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling