+86.1%
HUT vs AMCR
-10.2%
+96.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -1.7% |
| 7D | +18.9% | -6.3% | +25.2% | +24.2% |
| 30D | +12.0% | -7.1% | +19.1% | +17.3% |
| 3M | -14.9% | +12.7% | -27.5% | -25.2% |
| 6M | +96.8% | +5.2% | +91.6% | +83.4% |
| YTD | +108.8% | +8.1% | +100.7% | +88.7% |
| 1Y | +227.4% | +11.7% | +215.6% | +186.0% |
| 3Y | +760.3% | +9.9% | +750.4% | +588.2% |
| 5Y | +86.1% | -8.7% | +94.7% | +104.3% |
| All | +86.1% | -10.2% | +96.3% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling