+233.2%
AMZN vs HUT
+422.3%
-189.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.2% | -6.3% | -0.6% |
| 7D | -3.0% | +17.8% | -20.8% | -4.3% |
| 30D | -5.2% | +0.8% | -6.0% | -5.5% |
| 3M | +1.9% | -26.8% | +28.6% | +3.4% |
| 6M | +19.2% | +72.6% | -53.3% | +12.0% |
| YTD | +12.0% | +103.6% | -91.6% | +3.1% |
| 1Y | +9.7% | +265.3% | -255.6% | -4.8% |
| 3Y | +87.2% | +689.4% | -602.2% | +44.3% |
| 5Y | +48.7% | +75.3% | -26.7% | +15.2% |
| All | +233.2% | +422.3% | -189.1% | +110.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling