+215.7%
HUT vs ALLE
+150.3%
+65.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -10.9% | +0.1% | -11.0% | -11.3% |
| 30D | -32.6% | +25.9% | -58.6% | -44.4% |
| 3M | -33.7% | +14.9% | -48.6% | -41.6% |
| 6M | -42.3% | +42.1% | -84.4% | -57.4% |
| YTD | +23.6% | +20.4% | +3.2% | +3.4% |
| 1Y | +20.4% | +14.9% | +5.5% | +4.4% |
| 3Y | +423.2% | +90.1% | +333.1% | +203.6% |
| 5Y | -19.4% | +53.0% | -72.4% | -45.3% |
| All | +215.7% | +150.3% | +65.4% | +90.6% |
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