+1.7%
HUT vs BWA
+17.4%
-15.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -2.5% | -20.7% | -21.2% |
| 7D | -29.5% | -9.9% | -19.7% | -23.1% |
| 30D | -45.2% | -16.4% | -28.8% | -36.5% |
| 3M | -51.6% | -19.8% | -31.8% | -43.0% |
| 6M | -37.3% | -10.0% | -27.4% | -27.7% |
| YTD | +6.5% | +12.7% | -6.2% | +2.8% |
| 1Y | +1.7% | +15.7% | -13.9% | -3.2% |
| All | +1.7% | +17.4% | -15.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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