-15.6%
HAL vs HUT
+246.0%
-261.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | +2.6% | +34.9% | -32.2% | +0.1% |
| 30D | -0.1% | -25.9% | +25.8% | +1.6% |
| 3M | -1.1% | -31.7% | +30.6% | +0.7% |
| 6M | -20.7% | -42.2% | +21.5% | -19.0% |
| YTD | +17.5% | +34.9% | -17.4% | +9.6% |
| 1Y | +24.1% | +48.5% | -24.4% | +13.9% |
| 3Y | -8.4% | +471.2% | -479.6% | -32.0% |
| 5Y | +53.2% | -18.9% | +72.1% | +24.2% |
| All | -15.6% | +246.0% | -261.6% | -59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling