-21.3%
HUT vs AON
+17.1%
-38.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.5% | -8.6% | -7.5% |
| 7D | +9.3% | +1.0% | +8.3% | +9.0% |
| 30D | -23.1% | +23.2% | -46.3% | -29.0% |
| 3M | -30.6% | -5.0% | -25.6% | -29.8% |
| 6M | -46.9% | +9.3% | -56.2% | -51.4% |
| YTD | +25.3% | -3.4% | +28.7% | +21.0% |
| 1Y | +59.8% | -2.9% | +62.7% | +53.5% |
| 3Y | +467.2% | +3.6% | +463.5% | +369.0% |
| All | -21.3% | +17.1% | -38.4% | -49.8% |
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