+25.0%
HL vs HUT
-2.9%
+27.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -23.2% | +36.4% | +18.4% |
| 7D | +0.2% | -29.5% | +29.7% | +6.8% |
| 30D | -12.1% | -45.2% | +33.1% | -0.5% |
| 3M | -2.8% | -51.6% | +48.8% | +12.1% |
| 6M | -14.9% | -37.3% | +22.4% | -11.2% |
| YTD | -22.0% | +6.5% | -28.6% | -29.5% |
| 1Y | +25.0% | +1.7% | +23.3% | +13.4% |
| All | +25.0% | -2.9% | +27.9% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling