+82.7%
HL vs HUT
+200.6%
-118.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.5% | +1.6% | -2.7% |
| 7D | -5.6% | +2.8% | -8.5% | -6.4% |
| 30D | +12.7% | +2.1% | +10.7% | +11.7% |
| 3M | +42.5% | -14.3% | +56.8% | +43.9% |
| 6M | -9.0% | +84.2% | -93.2% | -24.3% |
| YTD | +4.4% | +97.2% | -92.8% | -13.7% |
| 1Y | +82.7% | +192.7% | -110.1% | +44.9% |
| All | +82.7% | +200.6% | -118.0% | +44.9% |
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