+86.1%
HUT vs AFL
+133.0%
-46.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.4% |
| 7D | +18.9% | -2.1% | +21.0% | +20.1% |
| 30D | +12.0% | -5.4% | +17.4% | +14.8% |
| 3M | -14.9% | -0.3% | -14.6% | -15.8% |
| 6M | +96.8% | +5.2% | +91.6% | +86.4% |
| YTD | +108.8% | +5.7% | +103.1% | +94.4% |
| 1Y | +227.4% | +10.2% | +217.2% | +191.1% |
| 3Y | +760.3% | +63.4% | +696.8% | +418.6% |
| 5Y | +86.1% | +133.0% | -46.9% | -27.6% |
| All | +86.1% | +133.0% | -46.9% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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