+265.3%
HUT vs BBWI
-34.3%
+299.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.3% | +5.3% |
| 7D | +17.8% | +1.5% | +16.3% | +17.3% |
| 30D | +0.8% | -5.2% | +6.0% | +2.2% |
| 3M | -26.8% | +11.1% | -37.9% | -31.0% |
| 6M | +72.6% | -13.4% | +85.9% | +79.2% |
| YTD | +103.6% | +0.1% | +103.5% | +99.6% |
| 1Y | +265.3% | -36.1% | +301.4% | +297.2% |
| All | +265.3% | -34.3% | +299.6% | +297.2% |
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