+265.3%
HUT vs EWT
+99.0%
+166.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.9% | +4.3% | +2.9% |
| 7D | +17.8% | +4.0% | +13.8% | +10.2% |
| 30D | +0.8% | +10.3% | -9.5% | -14.9% |
| 3M | -26.8% | +6.1% | -32.9% | -35.3% |
| 6M | +72.6% | +56.6% | +15.9% | -36.5% |
| YTD | +103.6% | +76.6% | +27.0% | -45.0% |
| 1Y | +265.3% | +97.9% | +167.4% | -17.0% |
| All | +265.3% | +99.0% | +166.3% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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