-33.8%
HUT vs W
-54.5%
+20.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.4% | +16.0% | +15.3% |
| 7D | -11.4% | -3.6% | -7.8% | -11.7% |
| 30D | -41.0% | +7.0% | -48.0% | -44.1% |
| 3M | -41.9% | +7.4% | -49.3% | -45.3% |
| 6M | -51.7% | +69.3% | -121.0% | -66.5% |
| YTD | +14.6% | +11.3% | +3.3% | -2.7% |
| 1Y | +21.4% | +13.2% | +8.2% | +2.1% |
| 3Y | +359.8% | +142.0% | +217.8% | +125.2% |
| All | -33.8% | -54.5% | +20.7% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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