+217.0%
HUT vs ALLE
+151.7%
+65.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.8% | +5.5% | +6.4% |
| 7D | +3.7% | -0.6% | +4.3% | +3.7% |
| 30D | -32.3% | +26.6% | -58.9% | -44.3% |
| 3M | -35.6% | +13.2% | -48.8% | -42.6% |
| 6M | -42.1% | +42.9% | -85.0% | -57.4% |
| YTD | +24.1% | +21.0% | +3.1% | +3.4% |
| 1Y | +27.9% | +15.2% | +12.7% | +10.7% |
| 3Y | +409.1% | +95.6% | +313.5% | +188.9% |
| 5Y | -25.9% | +53.4% | -79.4% | -49.9% |
| All | +217.0% | +151.7% | +65.4% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling