+48.6%
AMZN vs HUT
-31.8%
+80.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +14.6% | -14.9% | -2.3% |
| 7D | +7.9% | -11.4% | +19.2% | +8.5% |
| 30D | -0.2% | -41.0% | +40.8% | +5.8% |
| 3M | -4.8% | -41.9% | +37.2% | +0.4% |
| 6M | -5.7% | -51.7% | +46.0% | +0.3% |
| YTD | +12.3% | +14.6% | -2.3% | +2.4% |
| 1Y | +6.7% | +21.4% | -14.7% | -5.0% |
| 3Y | +85.6% | +359.8% | -274.3% | +15.2% |
| All | +48.6% | -31.8% | +80.4% | +12.0% |
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