+105.3%
HAL vs HUT
+71.6%
+33.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.0% |
| 7D | +2.9% | +17.8% | -14.8% | +1.7% |
| 30D | +17.0% | +0.8% | +16.2% | +16.7% |
| 3M | -9.7% | -26.8% | +17.1% | -8.5% |
| 6M | +8.6% | +72.6% | -63.9% | +2.2% |
| YTD | +33.0% | +103.6% | -70.6% | +22.7% |
| 1Y | +68.3% | +265.3% | -197.0% | +45.9% |
| 3Y | +0.1% | +689.4% | -689.3% | -24.1% |
| All | +105.3% | +71.6% | +33.6% | +61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling