+11.8%
AAL vs HUT
+445.7%
-433.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.1% | +6.1% | -0.1% |
| 7D | -0.1% | +9.3% | -9.4% | -1.3% |
| 30D | +11.7% | -23.1% | +34.8% | +14.2% |
| 3M | -12.5% | -30.6% | +18.0% | -10.1% |
| 6M | +3.6% | -46.9% | +50.5% | +8.6% |
| YTD | -14.1% | +25.3% | -39.4% | -22.8% |
| 1Y | +0.8% | +59.8% | -59.1% | -13.9% |
| 3Y | +11.8% | +467.2% | -455.4% | -24.9% |
| All | +11.8% | +445.7% | -433.9% | -24.9% |
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