+1,026.9%
HUT vs KVUE
-20.4%
+1,047.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | +5.4% | -5.1% | +10.5% | +6.3% |
| 30D | +8.6% | -6.3% | +14.9% | +9.7% |
| 3M | -15.2% | -0.5% | -14.7% | -16.3% |
| 6M | +92.9% | +3.1% | +89.8% | +88.5% |
| YTD | +114.6% | +6.7% | +107.9% | +107.8% |
| 1Y | +208.5% | -1.1% | +209.6% | +202.3% |
| 3Y | +821.5% | -8.7% | +830.2% | +798.2% |
| All | +1,026.9% | -20.4% | +1,047.3% | +1,110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 10y: compounded portfolio wealth divided by compounded KVUE 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…
10y analysis · Full analysis span regression · 6 months rolling