+1,311.4%
AMT vs HUBB
+1,901.1%
-589.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -0.2% | +0.5% | -0.8% | -0.4% |
| 30D | +4.6% | -10.0% | +14.6% | +8.8% |
| 3M | -8.4% | -4.8% | -3.7% | -8.0% |
| 6M | -6.0% | -5.6% | -0.5% | -6.2% |
| YTD | +2.1% | +4.7% | -2.5% | -2.5% |
| 1Y | -6.4% | +6.7% | -13.1% | -12.0% |
| 3Y | +8.1% | +45.8% | -37.7% | -16.3% |
| 5Y | -31.9% | +145.9% | -177.9% | -59.2% |
| 10Y | +97.1% | +418.6% | -321.5% | -22.7% |
| All | +1,311.4% | +1,901.1% | -589.7% | +104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling