+467.2%
HUT vs TGT
+66.9%
+400.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.3% | -7.4% | -7.2% |
| 7D | +9.3% | +2.6% | +6.7% | +8.5% |
| 30D | -23.1% | +4.7% | -27.8% | -25.0% |
| 3M | -30.6% | +4.6% | -35.1% | -32.9% |
| 6M | -46.9% | +34.9% | -81.7% | -54.8% |
| YTD | +25.3% | +70.9% | -45.6% | -4.6% |
| 1Y | +59.8% | +84.4% | -24.5% | +16.7% |
| 3Y | +467.2% | +69.1% | +398.1% | +300.5% |
| All | +467.2% | +66.9% | +400.3% | +300.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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