+117.1%
AMAT vs HUT
-38.2%
+155.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -6.1% | -7.5% | -12.4% |
| 7D | -24.3% | -30.8% | +6.6% | -19.2% |
| 30D | -39.8% | -50.2% | +10.4% | -31.8% |
| 3M | -40.2% | -50.5% | +10.3% | -32.6% |
| 6M | -22.1% | -42.9% | +20.8% | -15.5% |
| YTD | +24.7% | 0.0% | +24.6% | +20.9% |
| 1Y | +33.3% | -2.2% | +35.5% | +27.6% |
| 3Y | +133.9% | +289.4% | -155.5% | +49.8% |
| 5Y | +117.1% | -36.7% | +153.8% | +82.9% |
| All | +117.1% | -38.2% | +155.3% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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