-33.8%
HUT vs ALLE
+49.9%
-83.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.9% | +15.5% | +15.4% |
| 7D | -11.4% | -0.6% | -10.8% | -11.8% |
| 30D | -41.0% | +25.3% | -66.4% | -54.0% |
| 3M | -41.9% | +10.3% | -52.2% | -48.8% |
| 6M | -51.7% | +38.0% | -89.7% | -66.9% |
| YTD | +14.6% | +17.8% | -3.2% | -8.2% |
| 1Y | +21.4% | +13.6% | +7.8% | +1.1% |
| 3Y | +359.8% | +89.2% | +270.6% | +97.0% |
| All | -33.8% | +49.9% | -83.7% | -65.8% |
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