+7.4%
DIS vs HUT
+422.3%
-414.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -2.1% |
| 7D | -2.6% | +17.8% | -20.4% | -3.7% |
| 30D | +3.5% | +0.8% | +2.6% | +3.2% |
| 3M | +6.8% | -26.8% | +33.6% | +8.0% |
| 6M | +3.0% | +72.6% | -69.6% | -2.8% |
| YTD | -6.7% | +103.6% | -110.4% | -13.5% |
| 1Y | -10.1% | +265.3% | -275.3% | -21.2% |
| 3Y | +33.0% | +689.4% | -656.4% | +3.6% |
| 5Y | -40.0% | +75.3% | -115.3% | -52.7% |
| All | +7.4% | +422.3% | -414.9% | -31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling