+86.3%
HUT vs ALK
-25.3%
+111.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.6% | +4.9% |
| 7D | +17.8% | -0.7% | +18.4% | +18.5% |
| 30D | +0.8% | -19.2% | +20.1% | +19.5% |
| 3M | -26.8% | -1.5% | -25.3% | -28.1% |
| 6M | +72.6% | -13.1% | +85.6% | +86.5% |
| YTD | +103.6% | -16.4% | +120.0% | +126.8% |
| 1Y | +265.3% | -33.1% | +298.3% | +382.2% |
| 3Y | +689.4% | +0.6% | +688.8% | +532.9% |
| All | +86.3% | -25.3% | +111.6% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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