-33.8%
HUT vs AME
+66.2%
-100.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.5% | +12.0% | +10.5% |
| 7D | -11.4% | -5.2% | -6.2% | -1.2% |
| 30D | -41.0% | -8.0% | -33.0% | -30.2% |
| 3M | -41.9% | -8.9% | -33.0% | -29.8% |
| 6M | -51.7% | -5.0% | -46.7% | -45.5% |
| YTD | +14.6% | +11.9% | +2.7% | +4.1% |
| 1Y | +21.4% | +16.6% | +4.8% | +3.9% |
| 3Y | +359.8% | +62.5% | +297.4% | +110.5% |
| All | -33.8% | +66.2% | -100.0% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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