+249.1%
AMZN vs HUT
+217.0%
+32.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +8.0% | -10.9% | +19.0% | +8.5% |
| 30D | +3.2% | -32.6% | +35.8% | +5.7% |
| 3M | -2.6% | -33.7% | +31.1% | -0.6% |
| 6M | -0.7% | -42.3% | +41.7% | +1.6% |
| YTD | +17.4% | +23.6% | -6.2% | +11.4% |
| 1Y | +9.0% | +20.4% | -11.3% | +3.0% |
| 3Y | +88.7% | +423.2% | -334.5% | +49.5% |
| 5Y | +55.6% | -19.4% | +75.0% | +25.4% |
| All | +249.1% | +217.0% | +32.1% | +127.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling