+38.6%
HPQ vs HUT
+78.5%
-39.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.6% | +8.5% | +5.2% |
| 7D | +2.2% | +18.9% | -16.7% | +0.8% |
| 30D | +9.7% | +12.0% | -2.2% | +8.4% |
| 3M | +32.7% | -14.9% | +47.6% | +32.7% |
| 6M | +77.7% | +96.8% | -19.1% | +63.3% |
| YTD | +51.0% | +108.8% | -57.8% | +36.5% |
| 1Y | +18.4% | +227.4% | -209.0% | +0.9% |
| 3Y | +25.6% | +760.3% | -734.7% | -11.6% |
| 5Y | +38.6% | +86.1% | -47.4% | -0.8% |
| All | +38.6% | +78.5% | -39.8% | -0.8% |
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