+75.8%
HBAN vs AMT
+7.8%
+68.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.5% | +1.5% | -2.9% | -1.6% |
| 30D | -5.5% | +3.7% | -9.2% | -5.8% |
| 3M | -0.2% | -7.2% | +7.0% | +0.3% |
| 6M | +5.2% | -4.2% | +9.3% | +5.3% |
| YTD | -2.3% | +1.9% | -4.2% | -2.7% |
| 1Y | -2.2% | -6.4% | +4.2% | -1.9% |
| All | +75.8% | +7.8% | +68.0% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling