-13.7%
HAL vs HUT
+336.9%
-350.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +14.6% | -14.8% | -1.0% |
| 7D | -12.0% | -11.4% | -0.6% | -11.6% |
| 30D | +0.3% | -41.0% | +41.3% | +2.5% |
| 3M | -1.6% | -41.9% | +40.3% | +0.4% |
| 6M | -20.5% | -51.7% | +31.2% | -18.6% |
| YTD | +14.2% | +14.6% | -0.4% | +9.4% |
| 1Y | +18.9% | +21.4% | -2.5% | +12.8% |
| 3Y | -13.7% | +359.8% | -373.6% | -28.7% |
| All | -13.7% | +336.9% | -350.7% | -28.7% |
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