+453.2%
HUT vs AZO
+349.0%
+104.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.4% | +6.6% |
| 7D | +28.3% | -0.5% | +28.7% | +28.4% |
| 30D | +12.3% | -5.6% | +17.9% | +13.8% |
| 3M | -16.8% | -4.0% | -12.8% | -17.1% |
| 6M | +111.4% | -18.9% | +130.3% | +122.2% |
| YTD | +116.6% | -13.0% | +129.5% | +123.3% |
| 1Y | +290.5% | -30.4% | +320.9% | +330.6% |
| 3Y | +792.3% | +12.7% | +779.6% | +691.0% |
| 5Y | +94.1% | +89.6% | +4.5% | +35.9% |
| All | +453.2% | +349.0% | +104.1% | +204.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling