+51.1%
HBAN vs HUT
+455.5%
-404.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -7.9% | -2.0% |
| 7D | +2.1% | +28.3% | -26.2% | +0.3% |
| 30D | -4.5% | +12.3% | -16.8% | -5.5% |
| 3M | +2.6% | -16.8% | +19.4% | +2.9% |
| 6M | +4.7% | +111.4% | -106.6% | -2.3% |
| YTD | -1.5% | +116.6% | -118.1% | -8.9% |
| 1Y | -1.9% | +290.5% | -292.4% | -14.1% |
| 3Y | +75.2% | +792.3% | -717.1% | +37.6% |
| 5Y | +37.2% | +94.1% | -56.9% | +10.1% |
| All | +51.1% | +455.5% | -404.4% | -9.1% |
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