-33.8%
HUT vs WEC
+51.2%
-85.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.1% | +16.7% | +14.3% |
| 7D | -11.4% | -0.2% | -11.2% | -11.3% |
| 30D | -41.0% | +12.3% | -53.3% | -40.5% |
| 3M | -41.9% | +8.3% | -50.2% | -41.5% |
| 6M | -51.7% | +3.5% | -55.1% | -51.4% |
| YTD | +14.6% | +12.7% | +1.9% | +15.2% |
| 1Y | +21.4% | +8.2% | +13.2% | +22.2% |
| 3Y | +359.8% | +55.9% | +304.0% | +341.7% |
| All | -33.8% | +51.2% | -85.0% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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