+433.3%
HUT vs OKE
+186.7%
+246.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.6% |
| 7D | +18.9% | -0.2% | +19.1% | +19.1% |
| 30D | +12.0% | +6.1% | +5.9% | +8.2% |
| 3M | -14.9% | +10.4% | -25.3% | -20.7% |
| 6M | +96.8% | +14.2% | +82.6% | +75.3% |
| YTD | +108.8% | +35.3% | +73.5% | +66.0% |
| 1Y | +227.4% | +40.6% | +186.8% | +153.7% |
| 3Y | +760.3% | +72.2% | +688.1% | +509.4% |
| 5Y | +86.1% | +139.6% | -53.5% | +14.5% |
| All | +433.3% | +186.7% | +246.6% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 all: compounded portfolio wealth divided by compounded OKE 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…
all analysis · Full analysis span regression · 6 months rolling