-13.9%
HUT vs AMT
-19.0%
+5.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.6% | +7.6% |
| 7D | +24.8% | -2.4% | +27.1% | +25.5% |
| 30D | -28.4% | +4.2% | -32.6% | -30.0% |
| 3M | -31.2% | +13.4% | -44.6% | -34.8% |
| 6M | -40.2% | +9.4% | -49.6% | -43.6% |
| YTD | +32.9% | +11.7% | +21.2% | +24.3% |
| 1Y | +39.1% | +7.1% | +31.9% | +32.6% |
| 3Y | +462.8% | +15.1% | +447.7% | +335.2% |
| 5Y | -13.9% | -17.9% | +4.0% | -7.4% |
| All | -13.9% | -19.0% | +5.1% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling