-1.2%
FISV vs HUT
+47.0%
-48.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.1% | +10.8% | +3.4% |
| 7D | +1.4% | +9.3% | -7.9% | +1.8% |
| 30D | +38.4% | -23.1% | +61.5% | +37.2% |
| 3M | +14.9% | -30.6% | +45.5% | +13.8% |
| 6M | +21.8% | -46.9% | +68.6% | +20.3% |
| YTD | -5.0% | +25.3% | -30.4% | -8.5% |
| 1Y | -1.2% | +59.8% | -61.0% | -5.2% |
| All | -1.2% | +47.0% | -48.1% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling