-24.7%
HUIZ vs SPY
+12.1%
-36.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.6% |
| 7D | +5.7% | +2.6% | +3.1% | +5.6% |
| 30D | +66.2% | -2.0% | +68.2% | +66.1% |
| 3M | +86.8% | -2.8% | +89.6% | +87.3% |
| 6M | +60.7% | +2.1% | +58.5% | +59.4% |
| YTD | -14.2% | +11.5% | -25.7% | -10.6% |
| 1Y | -24.7% | +13.5% | -38.1% | -21.5% |
| All | -24.7% | +12.1% | -36.7% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling