+99.4%
HLT vs HUT
+716.2%
-616.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +0.1% |
| 7D | -2.6% | +2.8% | -5.4% | -2.8% |
| 30D | -2.6% | +2.1% | -4.7% | -2.9% |
| 3M | -9.4% | -14.3% | +4.9% | -9.3% |
| 6M | +2.7% | +84.2% | -81.5% | -2.4% |
| YTD | +6.8% | +97.2% | -90.5% | +0.4% |
| 1Y | +12.4% | +192.7% | -180.4% | +1.7% |
| All | +99.4% | +716.2% | -616.8% | +65.3% |
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