+796.4%
HUT vs HCA
+57.7%
+738.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.9% | -8.5% | -2.5% |
| 7D | +18.9% | +4.9% | +14.0% | +20.2% |
| 30D | +12.0% | +1.9% | +10.1% | +12.8% |
| 3M | -14.9% | +12.7% | -27.6% | -12.6% |
| 6M | +96.8% | -22.3% | +119.1% | +92.3% |
| YTD | +108.8% | -9.3% | +118.1% | +109.7% |
| 1Y | +227.4% | +2.7% | +224.6% | +237.9% |
| All | +796.4% | +57.7% | +738.7% | +1,019.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 3y: compounded portfolio wealth divided by compounded HCA 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…
3y analysis · Full analysis span regression · 6 months rolling