+265.3%
HUT vs WAB
+48.2%
+217.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.5% | +5.3% |
| 7D | +17.8% | -3.2% | +21.0% | +22.8% |
| 30D | +0.8% | -4.4% | +5.3% | +6.8% |
| 3M | -26.8% | +7.9% | -34.6% | -35.4% |
| 6M | +72.6% | +8.7% | +63.9% | +50.8% |
| YTD | +103.6% | +33.0% | +70.6% | +33.7% |
| 1Y | +265.3% | +46.7% | +218.6% | +124.0% |
| All | +265.3% | +48.2% | +217.1% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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