+20.4%
HUT vs WAT
+26.7%
-6.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -10.9% | +3.4% | -14.3% | -12.6% |
| 30D | -32.6% | +9.6% | -42.3% | -35.1% |
| 3M | -33.7% | +15.5% | -49.2% | -37.7% |
| 6M | -42.3% | +33.9% | -76.2% | -50.3% |
| YTD | +23.6% | +25.2% | -1.6% | +0.9% |
| 1Y | +20.4% | +26.3% | -5.9% | -1.0% |
| All | +20.4% | +26.7% | -6.3% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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