+72.6%
HUT vs BAM
+10.5%
+62.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.9% |
| 7D | +17.8% | -2.0% | +19.8% | +19.0% |
| 30D | +0.8% | -2.9% | +3.8% | +1.4% |
| 3M | -26.8% | +9.4% | -36.2% | -33.7% |
| 6M | +72.6% | +10.8% | +61.8% | +47.7% |
| All | +72.6% | +10.5% | +62.0% | +47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling