+192.7%
HUT vs HAS
+71.1%
+121.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.5% | +15.1% | +14.8% |
| 7D | -11.4% | -0.2% | -11.2% | -11.7% |
| 30D | -41.0% | +31.0% | -72.1% | -48.8% |
| 3M | -41.9% | +30.7% | -72.6% | -49.7% |
| 6M | -51.7% | +23.9% | -75.6% | -57.5% |
| YTD | +14.6% | +48.3% | -33.7% | -7.7% |
| 1Y | +21.4% | +60.2% | -38.8% | -5.7% |
| 3Y | +359.8% | +189.2% | +170.6% | +163.6% |
| 5Y | -27.5% | +50.4% | -77.9% | -44.6% |
| All | +192.7% | +71.1% | +121.7% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling