-73.5%
AAL vs HUT
+218.4%
-291.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +8.3% | -0.9% | +6.5% |
| 7D | +8.3% | +3.7% | +4.6% | +7.0% |
| 30D | +11.0% | -32.3% | +43.3% | +14.6% |
| 3M | -11.2% | -35.6% | +24.5% | -8.4% |
| 6M | +6.1% | -42.1% | +48.2% | +9.2% |
| YTD | -7.6% | +24.1% | -31.8% | -14.3% |
| 1Y | +3.7% | +27.9% | -24.1% | -5.1% |
| 3Y | +20.5% | +409.1% | -388.6% | -12.8% |
| 5Y | -36.4% | -25.9% | -10.4% | -51.3% |
| All | -73.5% | +218.4% | -291.9% | -84.6% |
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