-10.6%
BA vs HUT
+281.3%
-291.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.6% | -2.2% |
| 7D | -0.1% | -30.8% | +30.8% | +1.8% |
| 30D | -9.1% | -50.2% | +41.0% | -5.6% |
| 3M | -28.2% | -50.5% | +22.3% | -25.6% |
| 6M | -23.1% | -42.9% | +19.8% | -22.0% |
| YTD | -20.6% | 0.0% | -20.6% | -22.9% |
| 1Y | -12.7% | -2.2% | -10.5% | -15.7% |
| All | -10.6% | +281.3% | -291.9% | -22.5% |
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 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