+153.3%
HBAN vs AMT
+103.9%
+49.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | -1.9% | -2.7% | +0.7% | -1.3% |
| 30D | -5.9% | +2.0% | -7.9% | -6.3% |
| 3M | +0.2% | -9.3% | +9.5% | +2.2% |
| 6M | +6.6% | -5.2% | +11.9% | +7.5% |
| YTD | -1.7% | +0.5% | -2.2% | -2.7% |
| 1Y | -1.7% | -7.3% | +5.6% | -0.9% |
| 3Y | +74.9% | +6.2% | +68.7% | +64.8% |
| 5Y | +36.0% | -31.2% | +67.1% | +43.2% |
| All | +153.3% | +103.9% | +49.4% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AMT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling