+3.0%
DIS vs HUT
+86.0%
-83.1%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -1.9% |
| 7D | -2.6% | +17.8% | -20.4% | -3.2% |
| 30D | +3.5% | +0.8% | +2.6% | +3.4% |
| 3M | +6.8% | -26.8% | +33.6% | +9.4% |
| 6M | +3.0% | +72.6% | -69.6% | -6.4% |
| All | +3.0% | +86.0% | -83.1% | -6.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling