+13.0%
HON vs HUT
-28.2%
+41.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +1.9% | -10.9% | +12.8% | +2.3% |
| 30D | +9.9% | -32.6% | +42.5% | +11.8% |
| 3M | -5.8% | -33.7% | +28.0% | -4.3% |
| 6M | +3.0% | -42.3% | +45.3% | +4.8% |
| YTD | +13.1% | +23.6% | -10.5% | +8.9% |
| 1Y | +13.2% | +20.4% | -7.2% | +8.5% |
| 3Y | +30.8% | +423.2% | -392.4% | +6.9% |
| 5Y | +13.0% | -19.4% | +32.4% | -6.1% |
| All | +13.0% | -28.2% | +41.3% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling