+14.8%
SBUX vs HUT
+371.2%
-356.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.3% | -4.5% | +3.5% |
| 7D | +4.8% | +3.7% | +1.2% | +4.4% |
| 30D | +20.6% | -32.3% | +52.9% | +21.9% |
| 3M | +4.3% | -35.6% | +39.9% | +5.3% |
| 6M | +5.5% | -42.1% | +47.6% | +6.3% |
| YTD | +32.3% | +24.1% | +8.2% | +26.9% |
| 1Y | +31.2% | +27.9% | +3.3% | +25.0% |
| 3Y | +14.8% | +409.1% | -394.3% | +1.2% |
| All | +14.8% | +371.2% | -356.4% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling