+265.3%
HUT vs HIG
+5.1%
+260.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +5.0% |
| 7D | +17.8% | +0.3% | +17.5% | +18.0% |
| 30D | +0.8% | -3.2% | +4.1% | -2.3% |
| 3M | -26.8% | +9.1% | -35.9% | -19.6% |
| 6M | +72.6% | -1.8% | +74.3% | +73.3% |
| YTD | +103.6% | +1.8% | +101.9% | +118.0% |
| 1Y | +265.3% | +4.6% | +260.7% | +326.5% |
| All | +265.3% | +5.1% | +260.2% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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