-11.0%
BA vs HUT
+20.9%
-31.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | 0.0% | -10.9% | +11.0% | +0.4% |
| 30D | -8.9% | -32.6% | +23.7% | -7.1% |
| 3M | -25.5% | -33.7% | +8.2% | -24.2% |
| 6M | -27.0% | -42.3% | +15.4% | -25.6% |
| YTD | -20.1% | +23.6% | -43.7% | -22.5% |
| 1Y | -11.0% | +20.4% | -31.4% | -13.8% |
| All | -11.0% | +20.9% | -31.9% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling