+99.7%
HBAN vs AMT
+134.2%
-34.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +0.8% | -2.2% | +2.9% | +1.3% |
| 30D | +3.2% | +5.8% | -2.6% | +1.8% |
| 3M | -11.1% | +12.6% | -23.6% | -13.8% |
| 6M | +1.2% | +8.3% | -7.1% | -1.3% |
| YTD | -6.7% | +11.4% | -18.1% | -10.1% |
| 1Y | +2.4% | +7.7% | -5.3% | -0.5% |
| 3Y | +73.3% | +14.8% | +58.5% | +59.9% |
| 5Y | +20.7% | -18.0% | +38.7% | +21.7% |
| All | +99.7% | +134.2% | -34.5% | +112.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling