-18.9%
HUT vs AMP
+80.5%
-99.3%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +3.0% |
| 7D | +34.9% | +1.2% | +33.7% | +32.9% |
| 30D | -25.9% | +4.4% | -30.3% | -31.4% |
| 3M | -31.7% | -8.8% | -22.9% | -27.0% |
| 6M | -42.2% | +9.9% | -52.2% | -52.9% |
| YTD | +34.9% | +6.1% | +28.8% | +13.6% |
| 1Y | +48.5% | +10.6% | +37.9% | +19.1% |
| 3Y | +471.2% | +58.8% | +412.4% | +172.8% |
| 5Y | -18.9% | +79.0% | -97.8% | -68.8% |
| All | -18.9% | +80.5% | -99.3% | -68.8% |
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