-26.4%
BA vs HUT
-25.2%
-1.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.1% | +0.6% |
| 7D | -1.1% | +9.3% | -10.4% | -2.0% |
| 30D | -7.1% | -23.1% | +16.0% | -5.8% |
| 3M | -25.5% | -30.6% | +5.1% | -24.1% |
| 6M | -28.7% | -46.9% | +18.1% | -26.3% |
| YTD | -21.0% | +25.3% | -46.3% | -26.5% |
| 1Y | -11.9% | +59.8% | -71.7% | -20.7% |
| 3Y | -16.2% | +467.2% | -483.3% | -41.8% |
| All | -26.4% | -25.2% | -1.2% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling