+1.7%
HUT vs TROW
+17.3%
-15.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +6.0% | -29.2% | -27.4% |
| 7D | -29.5% | +8.2% | -37.8% | -34.8% |
| 30D | -45.2% | +8.3% | -53.5% | -49.2% |
| 3M | -51.6% | -1.6% | -50.0% | -50.7% |
| 6M | -37.3% | +11.9% | -49.2% | -48.0% |
| YTD | +6.5% | +14.3% | -7.8% | -22.2% |
| 1Y | +1.7% | +17.0% | -15.3% | -26.4% |
| All | +1.7% | +17.3% | -15.6% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling