+1,459.1%
HUT vs BAM
+78.0%
+1,381.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.5% |
| 7D | +17.8% | -2.0% | +19.8% | +20.5% |
| 30D | +0.8% | -2.9% | +3.8% | +2.9% |
| 3M | -26.8% | +9.4% | -36.2% | -36.4% |
| 6M | +72.6% | +10.8% | +61.8% | +47.6% |
| YTD | +103.6% | -0.4% | +104.1% | +95.5% |
| 1Y | +265.3% | -10.9% | +276.1% | +307.7% |
| 3Y | +689.4% | +61.3% | +628.2% | +371.8% |
| All | +1,459.1% | +78.0% | +1,381.1% | +678.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling