+1.7%
HUT vs BAX
+46.0%
-44.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +4.0% | -27.2% | -23.8% |
| 7D | -29.5% | +4.1% | -33.6% | -30.1% |
| 30D | -45.2% | +9.4% | -54.6% | -45.9% |
| 3M | -51.6% | -6.5% | -45.1% | -51.1% |
| 6M | -37.3% | +59.6% | -96.9% | -43.7% |
| YTD | +6.5% | +38.9% | -32.3% | +0.5% |
| 1Y | +1.7% | +48.0% | -46.3% | -3.7% |
| All | +1.7% | +46.0% | -44.3% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling