+8.1%
GE vs HUT
+21.4%
-13.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.3% | -4.5% | +2.9% |
| 7D | +6.3% | +3.7% | +2.6% | +5.0% |
| 30D | +8.9% | -32.3% | +41.2% | +12.5% |
| 3M | -9.2% | -35.6% | +26.4% | -6.3% |
| 6M | +13.2% | -42.1% | +55.3% | +16.0% |
| YTD | +9.4% | +24.1% | -14.7% | -0.7% |
| All | +8.1% | +21.4% | -13.3% | -2.0% |
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