+411.4%
GE vs HUT
+422.3%
-10.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | +0.6% |
| 7D | -1.6% | +17.8% | -19.4% | -2.8% |
| 30D | -11.6% | +0.8% | -12.4% | -11.8% |
| 3M | +3.0% | -26.8% | +29.8% | +4.4% |
| 6M | -0.5% | +72.6% | -73.1% | -6.0% |
| YTD | +9.7% | +103.6% | -93.9% | +1.9% |
| 1Y | +20.0% | +265.3% | -245.2% | +5.6% |
| 3Y | +275.8% | +689.4% | -413.6% | +193.7% |
| 5Y | +429.1% | +75.3% | +353.7% | +322.6% |
| All | +411.4% | +422.3% | -10.9% | +229.3% |
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 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