+104.6%
HUT vs AON
+6.4%
+98.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.7% | +10.5% | +9.5% |
| 7D | +5.4% | -6.3% | +11.7% | +8.0% |
| 30D | +8.6% | -14.1% | +22.7% | +14.6% |
| 3M | -15.2% | -9.5% | -5.7% | -14.5% |
| 6M | +92.9% | -4.0% | +96.9% | +84.4% |
| YTD | +114.6% | -13.8% | +128.4% | +117.3% |
| 1Y | +208.5% | -18.3% | +226.8% | +223.9% |
| 3Y | +821.5% | -7.2% | +828.7% | +700.2% |
| All | +104.6% | +6.4% | +98.2% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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