+102.9%
DAL vs HUT
-31.8%
+134.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +14.6% | -12.4% | +0.1% |
| 7D | +8.8% | -11.4% | +20.2% | +9.4% |
| 30D | +5.4% | -41.0% | +46.4% | +11.9% |
| 3M | -4.9% | -41.9% | +37.0% | +0.3% |
| 6M | +19.8% | -51.7% | +71.5% | +27.6% |
| YTD | +27.0% | +14.6% | +12.4% | +15.8% |
| 1Y | +52.5% | +21.4% | +31.1% | +35.8% |
| 3Y | +173.8% | +359.8% | -186.0% | +75.0% |
| All | +102.9% | -31.8% | +134.7% | +26.2% |
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