+208.5%
HUT vs TROW
+4.9%
+203.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.2% | +10.0% | +10.2% |
| 7D | +5.4% | -3.2% | +8.6% | +9.3% |
| 30D | +8.6% | -4.6% | +13.2% | +14.9% |
| 3M | -15.2% | -0.7% | -14.6% | -19.8% |
| 6M | +92.9% | +22.2% | +70.7% | +33.2% |
| YTD | +114.6% | +6.6% | +108.0% | +70.4% |
| 1Y | +208.5% | +5.8% | +202.7% | +155.8% |
| All | +208.5% | +4.9% | +203.6% | +155.8% |
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