-5.2%
DHR vs HUT
+772.7%
-777.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.5% | -1.3% |
| 7D | -0.8% | +28.3% | -29.1% | -1.5% |
| 30D | +0.2% | +12.3% | -12.1% | -0.1% |
| 3M | +12.1% | -16.8% | +28.9% | +12.3% |
| 6M | +5.4% | +111.4% | -105.9% | +2.1% |
| YTD | -10.0% | +116.6% | -126.5% | -13.1% |
| 1Y | +4.1% | +290.5% | -286.4% | -2.2% |
| 3Y | -5.2% | +792.3% | -797.5% | -15.3% |
| All | -5.2% | +772.7% | -777.9% | -15.3% |
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