+717.0%
HUT vs WAT
+50.1%
+666.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.5% |
| 7D | +17.8% | -1.3% | +19.1% | +18.3% |
| 30D | +0.8% | +2.3% | -1.5% | 0.0% |
| 3M | -26.8% | +8.7% | -35.5% | -29.1% |
| 6M | +72.6% | +28.3% | +44.2% | +57.1% |
| YTD | +103.6% | +7.8% | +95.8% | +93.8% |
| 1Y | +265.3% | +36.6% | +228.7% | +221.9% |
| All | +717.0% | +50.1% | +666.9% | +597.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling