-33.8%
HUT vs WCC
+117.0%
-150.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.2% | +12.4% | +12.6% |
| 7D | -11.4% | -14.7% | +3.3% | +4.9% |
| 30D | -41.0% | -20.1% | -21.0% | -25.4% |
| 3M | -41.9% | -21.2% | -20.8% | -25.3% |
| 6M | -51.7% | -19.2% | -32.5% | -38.6% |
| YTD | +14.6% | +20.2% | -5.6% | +5.3% |
| 1Y | +21.4% | +14.5% | +6.9% | +17.2% |
| 3Y | +359.8% | +115.1% | +244.7% | +136.8% |
| All | -33.8% | +117.0% | -150.7% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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