+86.3%
HUT vs WEC
+31.0%
+55.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.2% |
| 7D | +17.8% | -0.3% | +18.0% | +17.8% |
| 30D | +0.8% | -1.3% | +2.1% | +0.8% |
| 3M | -26.8% | -3.9% | -22.9% | -27.0% |
| 6M | +72.6% | -8.3% | +80.9% | +72.1% |
| YTD | +103.6% | +3.1% | +100.6% | +103.2% |
| 1Y | +265.3% | +1.9% | +263.3% | +264.8% |
| 3Y | +689.4% | +41.9% | +647.5% | +662.4% |
| All | +86.3% | +31.0% | +55.4% | +113.0% |
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