+86.1%
HUT vs AMP
+120.7%
-34.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.5% |
| 7D | +18.9% | 0.0% | +18.9% | +19.0% |
| 30D | +12.0% | -1.0% | +13.0% | +12.5% |
| 3M | -14.9% | +23.2% | -38.1% | -37.1% |
| 6M | +96.8% | +20.4% | +76.4% | +49.4% |
| YTD | +108.8% | +13.6% | +95.1% | +67.9% |
| 1Y | +227.4% | +13.4% | +214.0% | +165.5% |
| 3Y | +760.3% | +66.5% | +693.8% | +306.9% |
| 5Y | +86.1% | +120.2% | -34.2% | -36.9% |
| All | +86.1% | +120.7% | -34.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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