+265.3%
HUT vs AJG
-12.9%
+278.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +4.9% |
| 7D | +17.8% | -1.8% | +19.6% | +15.9% |
| 30D | +0.8% | +4.6% | -3.8% | +5.3% |
| 3M | -26.8% | +24.9% | -51.7% | -12.5% |
| 6M | +72.6% | +17.2% | +55.4% | +105.7% |
| YTD | +103.6% | +2.2% | +101.5% | +126.7% |
| 1Y | +265.3% | -11.5% | +276.8% | +297.8% |
| All | +265.3% | -12.9% | +278.2% | +297.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling