+1.7%
HUT vs FIS
-50.5%
+52.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -23.7% | +0.4% | -25.3% |
| 7D | -29.5% | -18.4% | -11.1% | -28.4% |
| 30D | -45.2% | -11.4% | -33.8% | -41.7% |
| 3M | -51.6% | -32.0% | -19.6% | -53.9% |
| 6M | -37.3% | -35.6% | -1.7% | -38.1% |
| YTD | +6.5% | -53.8% | +60.3% | +4.0% |
| 1Y | +1.7% | -51.1% | +52.8% | +2.6% |
| All | +1.7% | -50.5% | +52.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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