+265.3%
HUT vs AZO
-28.9%
+294.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.7% | +6.4% |
| 7D | +17.8% | +0.7% | +17.1% | +18.0% |
| 30D | +0.8% | -2.7% | +3.5% | +0.2% |
| 3M | -26.8% | -3.2% | -23.6% | -26.9% |
| 6M | +72.6% | -19.7% | +92.3% | +75.3% |
| YTD | +103.6% | -12.0% | +115.7% | +124.1% |
| 1Y | +265.3% | -29.5% | +294.8% | +302.6% |
| All | +265.3% | -28.9% | +294.2% | +302.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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