-95.6%
HUIZ vs SPY
+144.9%
-240.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.1% |
| 7D | -2.7% | -0.6% | -2.1% | -2.3% |
| 30D | +76.0% | -3.7% | +79.7% | +80.9% |
| 3M | +54.9% | -2.7% | +57.7% | +57.5% |
| 6M | +30.2% | +2.2% | +28.0% | +27.0% |
| YTD | -21.7% | +10.8% | -32.5% | -29.2% |
| 1Y | -33.4% | +11.2% | -44.6% | -40.0% |
| 3Y | -48.2% | +76.5% | -124.7% | -69.2% |
| 5Y | -75.4% | +72.9% | -148.4% | -85.1% |
| All | -95.6% | +144.9% | -240.5% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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