-33.8%
HUT vs HAS
+50.4%
-84.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.5% | +15.1% | +15.0% |
| 7D | -11.4% | -0.2% | -11.2% | -11.9% |
| 30D | -41.0% | +31.0% | -72.1% | -52.6% |
| 3M | -41.9% | +30.7% | -72.6% | -53.7% |
| 6M | -51.7% | +23.9% | -75.6% | -60.6% |
| YTD | +14.6% | +48.3% | -33.7% | -19.6% |
| 1Y | +21.4% | +60.2% | -38.8% | -19.9% |
| 3Y | +359.8% | +189.2% | +170.6% | +62.1% |
| All | -33.8% | +50.4% | -84.2% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling