+86.3%
HUT vs ALLE
+13.7%
+72.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.2% |
| 7D | +17.8% | -0.2% | +18.0% | +18.1% |
| 30D | +0.8% | -6.8% | +7.6% | +7.9% |
| 3M | -26.8% | +21.0% | -47.8% | -41.0% |
| 6M | +72.6% | +1.1% | +71.5% | +68.5% |
| YTD | +103.6% | -0.5% | +104.2% | +98.5% |
| 1Y | +265.3% | -7.3% | +272.5% | +280.4% |
| 3Y | +689.4% | +42.3% | +647.2% | +386.5% |
| All | +86.3% | +13.7% | +72.6% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling