+74.1%
HON vs HUT
+422.3%
-348.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.2% | +0.7% |
| 7D | -3.6% | +17.8% | -21.4% | -4.3% |
| 30D | -15.3% | +0.8% | -16.1% | -15.4% |
| 3M | -7.9% | -26.8% | +18.9% | -7.1% |
| 6M | -18.1% | +72.6% | -90.6% | -20.8% |
| YTD | +3.8% | +103.6% | -99.8% | -0.8% |
| 1Y | +0.5% | +265.3% | -264.8% | -7.4% |
| 3Y | +19.8% | +689.4% | -669.6% | +2.2% |
| 5Y | +2.9% | +75.3% | -72.4% | -11.1% |
| All | +74.1% | +422.3% | -348.2% | +21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling