-4.5%
HAL vs HUT
+422.3%
-426.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.1% |
| 7D | +2.9% | +17.8% | -14.8% | +1.5% |
| 30D | +17.0% | +0.8% | +16.2% | +16.6% |
| 3M | -9.7% | -26.8% | +17.1% | -8.3% |
| 6M | +8.6% | +72.6% | -63.9% | +1.2% |
| YTD | +33.0% | +103.6% | -70.6% | +21.2% |
| 1Y | +68.3% | +265.3% | -197.0% | +42.9% |
| 3Y | +0.1% | +689.4% | -689.3% | -27.2% |
| 5Y | +102.6% | +75.3% | +27.3% | +53.7% |
| All | -4.5% | +422.3% | -426.8% | -55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling