-33.8%
HUT vs ACWI
+54.8%
-88.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | 0.0% | +14.6% | +14.7% |
| 7D | -11.4% | -2.4% | -9.0% | -6.3% |
| 30D | -41.0% | -5.2% | -35.9% | -29.7% |
| 3M | -41.9% | -4.8% | -37.1% | -31.2% |
| 6M | -51.7% | -1.3% | -50.4% | -48.3% |
| YTD | +14.6% | +8.4% | +6.2% | -2.7% |
| 1Y | +21.4% | +11.0% | +10.4% | -3.0% |
| 3Y | +359.8% | +70.6% | +289.3% | +11.9% |
| All | -33.8% | +54.8% | -88.6% | -72.0% |
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