+265.3%
HUT vs USHY
+4.6%
+260.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.5% |
| 7D | +17.8% | -0.1% | +17.9% | +19.6% |
| 30D | +0.8% | +0.1% | +0.8% | -0.4% |
| 3M | -26.8% | +0.8% | -27.6% | -33.8% |
| 6M | +72.6% | +1.7% | +70.8% | +48.8% |
| YTD | +103.6% | +2.5% | +101.1% | +61.5% |
| 1Y | +265.3% | +4.4% | +260.9% | +134.8% |
| All | +265.3% | +4.6% | +260.7% | +134.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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