-33.8%
HUT vs EXPE
+43.3%
-77.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -4.9% | +19.4% | +17.0% |
| 7D | -11.4% | -9.3% | -2.0% | -10.2% |
| 30D | -41.0% | +0.1% | -41.2% | -44.3% |
| 3M | -41.9% | -15.3% | -26.6% | -40.9% |
| 6M | -51.7% | +5.5% | -57.1% | -59.1% |
| YTD | +14.6% | -8.0% | +22.6% | +1.4% |
| 1Y | +21.4% | +18.9% | +2.5% | -13.6% |
| 3Y | +359.8% | +135.5% | +224.3% | +69.1% |
| All | -33.8% | +43.3% | -77.1% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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