+39.7%
HAL vs HUT
-31.8%
+71.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +14.6% | -14.8% | -1.2% |
| 7D | -12.0% | -11.4% | -0.6% | -11.6% |
| 30D | +0.3% | -41.0% | +41.3% | +3.2% |
| 3M | -1.6% | -41.9% | +40.3% | +0.9% |
| 6M | -20.5% | -51.7% | +31.2% | -18.1% |
| YTD | +14.2% | +14.6% | -0.4% | +8.7% |
| 1Y | +18.9% | +21.4% | -2.5% | +11.9% |
| 3Y | -13.7% | +359.8% | -373.6% | -32.4% |
| All | +39.7% | -31.8% | +71.5% | +18.2% |
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