+100.2%
DAL vs HUT
-38.2%
+138.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.8% | -3.5% |
| 7D | +4.6% | -30.8% | +35.4% | +8.9% |
| 30D | +2.3% | -50.2% | +52.5% | +11.3% |
| 3M | -8.1% | -50.5% | +42.4% | -0.7% |
| 6M | +21.4% | -42.9% | +64.3% | +25.2% |
| YTD | +24.3% | 0.0% | +24.3% | +15.7% |
| 1Y | +47.4% | -2.2% | +49.6% | +35.5% |
| 3Y | +164.6% | +289.4% | -124.8% | +73.5% |
| 5Y | +100.2% | -36.7% | +136.9% | +30.4% |
| All | +100.2% | -38.2% | +138.4% | +30.4% |
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