+266.1%
GE vs HUT
+445.7%
-179.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.9% |
| 7D | +2.7% | +9.3% | -6.7% | +1.9% |
| 30D | +8.1% | -23.1% | +31.2% | +9.6% |
| 3M | -7.9% | -30.6% | +22.7% | -6.3% |
| 6M | +12.9% | -46.9% | +59.8% | +16.2% |
| YTD | +8.2% | +25.3% | -17.1% | +2.7% |
| 1Y | +9.7% | +59.8% | -50.2% | +1.8% |
| 3Y | +266.1% | +467.2% | -201.1% | +206.3% |
| All | +266.1% | +445.7% | -179.6% | +206.3% |
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