+59.8%
HUT vs HAS
+58.1%
+1.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.8% | -6.3% | -6.9% |
| 7D | +9.3% | +1.4% | +8.0% | +9.0% |
| 30D | -23.1% | +26.3% | -49.4% | -29.9% |
| 3M | -30.6% | +25.6% | -56.2% | -36.5% |
| 6M | -46.9% | +30.3% | -77.1% | -52.9% |
| YTD | +25.3% | +50.4% | -25.0% | -4.0% |
| 1Y | +59.8% | +57.7% | +2.1% | +16.6% |
| All | +59.8% | +58.1% | +1.7% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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