+423.2%
HUT vs BAM
+91.9%
+331.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | +0.9% |
| 7D | -10.9% | +5.0% | -15.9% | -17.2% |
| 30D | -32.6% | +16.6% | -49.2% | -45.4% |
| 3M | -33.7% | +2.2% | -35.9% | -38.2% |
| 6M | -42.3% | +9.7% | -52.0% | -52.1% |
| YTD | +23.6% | +5.2% | +18.3% | +7.3% |
| 1Y | +20.4% | +3.9% | +16.4% | +7.0% |
| 3Y | +423.2% | +91.5% | +331.7% | +155.7% |
| All | +423.2% | +91.9% | +331.3% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling