+108.2%
SBUX vs HUT
+405.9%
-297.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.7% | -0.5% |
| 7D | -6.2% | +2.8% | -9.1% | -6.4% |
| 30D | -6.4% | +2.1% | -8.5% | -6.8% |
| 3M | +1.0% | -14.3% | +15.3% | +1.1% |
| 6M | -0.4% | +84.2% | -84.6% | -5.3% |
| YTD | +20.0% | +97.2% | -77.2% | +12.9% |
| 1Y | +22.8% | +192.7% | -170.0% | +11.6% |
| 3Y | +12.3% | +712.6% | -700.3% | -8.8% |
| 5Y | -6.4% | +85.5% | -91.9% | -23.1% |
| All | +108.2% | +405.9% | -297.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 10y: compounded portfolio wealth divided by compounded HUT 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…
10y analysis · Full analysis span regression · 6 months rolling