+86.3%
HUT vs ACWI
+67.7%
+18.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.3% |
| 7D | +17.8% | +0.5% | +17.3% | +16.2% |
| 30D | +0.8% | +0.9% | 0.0% | -1.9% |
| 3M | -26.8% | +2.4% | -29.2% | -31.2% |
| 6M | +72.6% | +12.4% | +60.2% | +25.6% |
| YTD | +103.6% | +15.2% | +88.5% | +40.9% |
| 1Y | +265.3% | +22.7% | +242.6% | +115.8% |
| 3Y | +689.4% | +75.8% | +613.6% | +74.0% |
| All | +86.3% | +67.7% | +18.7% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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