+417.4%
HL vs HUT
+772.7%
-355.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.4% | -7.4% | -2.0% |
| 7D | +7.1% | +28.3% | -21.2% | +3.2% |
| 30D | +21.4% | +12.3% | +9.1% | +19.2% |
| 3M | +37.4% | -16.8% | +54.2% | +39.0% |
| 6M | +0.4% | +111.4% | -111.0% | -10.5% |
| YTD | +6.7% | +116.6% | -109.9% | -5.2% |
| 1Y | +102.4% | +290.5% | -188.1% | +68.1% |
| 3Y | +417.4% | +792.3% | -374.9% | +282.3% |
| All | +417.4% | +772.7% | -355.3% | +282.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling