+501.6%
HUT vs HIG
+95.7%
+405.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.5% |
| 7D | +24.8% | -0.7% | +25.4% | +24.7% |
| 30D | -28.4% | +5.4% | -33.7% | -28.1% |
| 3M | -31.2% | -0.9% | -30.3% | -30.9% |
| 6M | -40.2% | +4.8% | -45.0% | -40.7% |
| YTD | +32.9% | +0.9% | +32.0% | +32.9% |
| 1Y | +39.1% | +6.5% | +32.6% | +35.5% |
| All | +501.6% | +95.7% | +405.9% | +950.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling