+8.9%
HPQ vs HUT
-28.2%
+37.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | +0.5% | -10.9% | +11.5% | +0.9% |
| 30D | -5.9% | -32.6% | +26.7% | -3.9% |
| 3M | -3.7% | -33.7% | +30.0% | -2.2% |
| 6M | +28.1% | -42.3% | +70.4% | +29.9% |
| YTD | +32.5% | +23.6% | +8.9% | +23.0% |
| 1Y | +18.1% | +20.4% | -2.2% | +8.9% |
| 3Y | +16.4% | +423.2% | -406.8% | -16.3% |
| 5Y | +8.9% | -19.4% | +28.3% | -13.7% |
| All | +8.9% | -28.2% | +37.1% | -13.7% |
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 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