+258.8%
HUT vs AMRZ
-15.6%
+274.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.0% | +7.1% |
| 7D | +3.7% | -1.1% | +4.8% | +3.3% |
| 30D | -32.3% | +18.3% | -50.6% | -40.8% |
| 3M | -35.6% | -8.0% | -27.7% | -33.1% |
| 6M | -42.1% | -18.7% | -23.4% | -35.0% |
| YTD | +24.1% | -19.8% | +44.0% | +47.2% |
| 1Y | +27.9% | -12.3% | +40.2% | +43.0% |
| All | +258.8% | -15.6% | +274.4% | +293.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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