+276.9%
HL vs HUT
+478.8%
-201.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.6% | -8.7% | -2.3% |
| 7D | -5.6% | +24.8% | -30.3% | -8.6% |
| 30D | -16.2% | -28.4% | +12.2% | -13.1% |
| 3M | -20.5% | -31.2% | +10.7% | -17.6% |
| 6M | -31.7% | -40.2% | +8.6% | -28.5% |
| YTD | -26.4% | +32.9% | -59.3% | -31.2% |
| 1Y | -4.3% | +39.1% | -43.4% | -11.7% |
| All | +276.9% | +478.8% | -201.9% | +185.7% |
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 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