-25.9%
HUT vs EIX
+19.1%
-45.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +7.7% |
| 7D | +3.7% | +0.7% | +2.9% | +2.6% |
| 30D | -32.3% | +8.8% | -41.1% | -35.7% |
| 3M | -35.6% | -10.9% | -24.7% | -33.8% |
| 6M | -42.1% | -10.3% | -31.8% | -41.7% |
| YTD | +24.1% | +5.8% | +18.3% | +11.4% |
| 1Y | +27.9% | +11.4% | +16.5% | +10.6% |
| 3Y | +409.1% | +11.1% | +398.1% | +316.2% |
| 5Y | -25.9% | +18.5% | -44.4% | -39.5% |
| All | -25.9% | +19.1% | -45.1% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 5y: compounded portfolio wealth divided by compounded EIX 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…
5y analysis · Full analysis span regression · 6 months rolling