-49.9%
HUIZ vs SPY
+75.1%
-125.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +1.3% | -2.7% | +4.0% | +3.0% |
| 30D | +76.7% | -5.4% | +82.1% | +82.4% |
| 3M | +88.4% | -4.1% | +92.5% | +92.5% |
| 6M | +34.1% | +0.7% | +33.4% | +32.6% |
| YTD | -18.9% | +8.7% | -27.5% | -23.9% |
| 1Y | -34.5% | +10.9% | -45.4% | -39.6% |
| 3Y | -49.9% | +75.0% | -124.9% | -71.7% |
| All | -49.9% | +75.1% | -125.0% | -71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling