+133.9%
HL vs HUT
+238.9%
-105.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -4.0% |
| 7D | +1.5% | +17.8% | -16.3% | -2.5% |
| 30D | +25.1% | +0.8% | +24.2% | +24.2% |
| 3M | +22.9% | -26.8% | +49.7% | +29.3% |
| 6M | -4.9% | +72.6% | -77.5% | -19.5% |
| YTD | +7.8% | +103.6% | -95.8% | -11.1% |
| 1Y | +133.9% | +265.3% | -131.4% | +98.7% |
| All | +133.9% | +238.9% | -105.0% | +98.7% |
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 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