+777.5%
HUT vs BAM
+86.2%
+691.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +0.9% | +13.6% | +13.6% |
| 7D | -11.4% | +9.7% | -21.1% | -22.6% |
| 30D | -41.0% | +19.0% | -60.0% | -53.3% |
| 3M | -41.9% | +0.6% | -42.5% | -45.0% |
| 6M | -51.7% | +11.1% | -62.8% | -60.5% |
| YTD | +14.6% | +4.2% | +10.4% | +0.9% |
| 1Y | +21.4% | +3.3% | +18.1% | +8.6% |
| 3Y | +359.8% | +88.8% | +271.1% | +125.5% |
| All | +777.5% | +86.2% | +691.3% | +301.9% |
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