+391.1%
GE vs HUT
+194.0%
+197.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +14.6% | -11.9% | +1.6% |
| 7D | +7.1% | -11.4% | +18.5% | +7.5% |
| 30D | +6.5% | -41.0% | +47.5% | +9.9% |
| 3M | -13.6% | -41.9% | +28.4% | -11.0% |
| 6M | +6.0% | -51.7% | +57.7% | +9.6% |
| YTD | +5.4% | +14.6% | -9.2% | +1.2% |
| 1Y | +6.5% | +21.4% | -14.9% | +1.2% |
| 3Y | +268.6% | +359.8% | -91.2% | +198.0% |
| 5Y | +389.0% | -27.5% | +416.5% | +312.5% |
| All | +391.1% | +194.0% | +197.2% | +227.0% |
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 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