+25.6%
HAL vs HUT
-2.9%
+28.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -23.2% | +20.1% | -2.3% |
| 7D | -7.7% | -29.5% | +21.8% | -6.7% |
| 30D | +0.7% | -45.2% | +45.8% | +2.5% |
| 3M | +2.5% | -51.6% | +54.1% | +4.6% |
| 6M | -20.7% | -37.3% | +16.6% | -20.4% |
| YTD | +18.4% | +6.5% | +11.9% | +11.7% |
| 1Y | +25.6% | +1.7% | +23.9% | +18.1% |
| All | +25.6% | -2.9% | +28.5% | +18.1% |
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