+265.3%
HUT vs EFX
-25.2%
+290.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.4% | +12.6% | +4.2% |
| 7D | +17.8% | -8.6% | +26.4% | +14.6% |
| 30D | +0.8% | +0.1% | +0.7% | +1.2% |
| 3M | -26.8% | +3.8% | -30.6% | -25.7% |
| 6M | +72.6% | -13.5% | +86.1% | +74.4% |
| YTD | +103.6% | -17.7% | +121.3% | +112.3% |
| 1Y | +265.3% | -25.6% | +290.8% | +274.6% |
| All | +265.3% | -25.2% | +290.5% | +274.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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