+126.7%
AMAT vs HUT
-31.8%
+158.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +14.6% | -10.4% | +1.4% |
| 7D | -14.7% | -11.4% | -3.3% | -13.4% |
| 30D | -36.1% | -41.0% | +4.9% | -30.0% |
| 3M | -36.9% | -41.9% | +5.1% | -31.1% |
| 6M | -22.2% | -51.7% | +29.5% | -12.8% |
| YTD | +29.9% | +14.6% | +15.3% | +22.5% |
| 1Y | +43.3% | +21.4% | +21.9% | +31.7% |
| 3Y | +142.7% | +359.8% | -217.2% | +50.0% |
| All | +126.7% | -31.8% | +158.5% | +104.4% |
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