+20.4%
HUT vs WAB
+47.8%
-27.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -2.9% |
| 7D | -10.9% | +4.0% | -15.0% | -16.0% |
| 30D | -32.6% | +6.3% | -39.0% | -37.9% |
| 3M | -33.7% | +3.3% | -37.0% | -36.4% |
| 6M | -42.3% | +14.5% | -56.8% | -52.8% |
| YTD | +23.6% | +42.7% | -19.1% | -29.8% |
| 1Y | +20.4% | +45.2% | -24.8% | -32.5% |
| All | +20.4% | +47.8% | -27.4% | -32.5% |
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