+155.5%
HUT vs HAS
+72.0%
+83.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.4% | -5.3% |
| 7D | -30.8% | 0.0% | -30.8% | -31.1% |
| 30D | -50.2% | +31.3% | -81.5% | -56.7% |
| 3M | -50.5% | +32.1% | -82.6% | -57.3% |
| 6M | -42.9% | +28.1% | -71.1% | -50.5% |
| YTD | 0.0% | +49.1% | -49.1% | -19.6% |
| 1Y | -2.2% | +60.5% | -62.8% | -24.1% |
| 3Y | +289.4% | +183.9% | +105.5% | +125.2% |
| 5Y | -36.7% | +51.2% | -87.9% | -51.7% |
| All | +155.5% | +72.0% | +83.5% | +47.8% |
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