+119.2%
SBUX vs HUT
+422.3%
-303.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.6% |
| 7D | -3.1% | +17.8% | -20.9% | -4.0% |
| 30D | -0.9% | +0.8% | -1.7% | -1.1% |
| 3M | +11.6% | -26.8% | +38.4% | +12.6% |
| 6M | +8.8% | +72.6% | -63.8% | +3.8% |
| YTD | +26.3% | +103.6% | -77.3% | +18.7% |
| 1Y | +23.1% | +265.3% | -242.1% | +10.4% |
| 3Y | +15.0% | +689.4% | -674.5% | -6.4% |
| 5Y | +0.4% | +75.3% | -75.0% | -17.4% |
| All | +119.2% | +422.3% | -303.1% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling