+1.7%
HUT vs BAM
+4.2%
-2.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +6.2% | -29.4% | -25.7% |
| 7D | -29.5% | +14.2% | -43.8% | -35.3% |
| 30D | -45.2% | +21.0% | -66.1% | -51.7% |
| 3M | -51.6% | +5.2% | -56.8% | -53.6% |
| 6M | -37.3% | +16.0% | -53.3% | -45.6% |
| YTD | +6.5% | +6.5% | +0.1% | -0.8% |
| 1Y | +1.7% | +4.4% | -2.7% | -1.7% |
| All | +1.7% | +4.2% | -2.5% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling