+227.4%
HUT vs BBWI
-35.2%
+262.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.3% | +2.7% | -1.5% |
| 7D | +18.9% | -4.4% | +23.3% | +20.7% |
| 30D | +12.0% | -7.4% | +19.4% | +13.6% |
| 3M | -14.9% | -2.2% | -12.6% | -16.3% |
| 6M | +96.8% | -16.3% | +113.1% | +105.3% |
| YTD | +108.8% | -9.1% | +117.9% | +110.8% |
| 1Y | +227.4% | -34.5% | +261.9% | +259.1% |
| All | +227.4% | -35.2% | +262.6% | +259.1% |
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