-2.7%
SBUX vs HUT
+102.6%
-105.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.4% | -8.7% | -2.8% |
| 7D | -3.9% | +28.3% | -32.2% | -5.7% |
| 30D | -2.8% | +12.3% | -15.1% | -3.9% |
| 3M | +8.2% | -16.8% | +25.0% | +8.5% |
| 6M | +4.3% | +111.4% | -107.1% | -4.0% |
| YTD | +23.3% | +116.6% | -93.2% | +12.5% |
| 1Y | +24.3% | +290.5% | -266.2% | +5.6% |
| 3Y | +15.5% | +792.3% | -776.8% | -16.3% |
| 5Y | -2.7% | +94.1% | -96.8% | -29.3% |
| All | -2.7% | +102.6% | -105.3% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling