+192.7%
HUT vs AMT
+70.0%
+122.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.7% | +17.3% | +15.7% |
| 7D | -11.4% | +0.5% | -11.9% | -12.2% |
| 30D | -41.0% | +13.6% | -54.6% | -45.1% |
| 3M | -41.9% | +11.5% | -53.4% | -45.5% |
| 6M | -51.7% | +6.9% | -58.6% | -54.7% |
| YTD | +14.6% | +10.8% | +3.8% | +5.2% |
| 1Y | +21.4% | +10.3% | +11.1% | +11.8% |
| 3Y | +359.8% | +12.4% | +347.4% | +271.5% |
| 5Y | -27.5% | -20.1% | -7.4% | -24.5% |
| All | +192.7% | +70.0% | +122.8% | +216.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling