-33.8%
HUT vs UAL
+109.3%
-143.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.0% | +12.5% | +13.0% |
| 7D | -11.4% | +8.2% | -19.5% | -19.2% |
| 30D | -41.0% | +2.3% | -43.4% | -43.4% |
| 3M | -41.9% | -12.7% | -29.2% | -36.8% |
| 6M | -51.7% | +12.7% | -64.4% | -57.9% |
| YTD | +14.6% | +0.8% | +13.8% | +9.4% |
| 1Y | +21.4% | +17.8% | +3.6% | +1.5% |
| 3Y | +359.8% | +206.7% | +153.1% | +61.9% |
| All | -33.8% | +109.3% | -143.1% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 5y: compounded portfolio wealth divided by compounded UAL 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…
5y analysis · Full analysis span regression · 6 months rolling