+796.4%
HUT vs TROW
+12.9%
+783.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -1.7% |
| 7D | +18.9% | -1.5% | +20.4% | +21.2% |
| 30D | +12.0% | -5.3% | +17.3% | +19.9% |
| 3M | -14.9% | +2.9% | -17.8% | -20.7% |
| 6M | +96.8% | +22.2% | +74.6% | +47.6% |
| YTD | +108.8% | +8.1% | +100.7% | +82.9% |
| 1Y | +227.4% | +5.8% | +221.6% | +196.9% |
| All | +796.4% | +12.9% | +783.6% | +752.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling