+1.7%
HUT vs BBWI
+2.4%
-0.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +4.1% | -27.3% | -24.3% |
| 7D | -29.5% | +8.8% | -38.3% | -31.7% |
| 30D | -45.2% | +34.8% | -80.0% | -50.7% |
| 3M | -51.6% | +12.9% | -64.5% | -54.0% |
| 6M | -37.3% | +29.6% | -66.9% | -44.4% |
| YTD | +6.5% | +20.8% | -14.2% | -2.5% |
| 1Y | +1.7% | +4.1% | -2.3% | -1.9% |
| All | +1.7% | +2.4% | -0.7% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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