+403.8%
HUT vs LOW
+166.7%
+237.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -4.8% |
| 7D | +2.8% | -2.6% | +5.5% | +4.9% |
| 30D | +2.1% | -11.1% | +13.2% | +11.0% |
| 3M | -14.3% | -8.5% | -5.8% | -10.9% |
| 6M | +84.2% | -20.8% | +105.1% | +115.2% |
| YTD | +97.2% | -17.2% | +114.4% | +122.5% |
| 1Y | +192.7% | -24.7% | +217.5% | +250.7% |
| 3Y | +712.6% | -9.7% | +722.3% | +737.0% |
| 5Y | +85.5% | +6.0% | +79.5% | +76.4% |
| All | +403.8% | +166.7% | +237.1% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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