+215.7%
HUT vs WEC
+157.5%
+58.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.5% |
| 7D | -10.9% | +1.4% | -12.3% | -10.7% |
| 30D | -32.6% | +12.8% | -45.4% | -31.9% |
| 3M | -33.7% | +11.2% | -44.9% | -33.0% |
| 6M | -42.3% | +6.6% | -49.0% | -41.9% |
| YTD | +23.6% | +13.8% | +9.7% | +25.0% |
| 1Y | +20.4% | +7.6% | +12.7% | +21.5% |
| 3Y | +423.2% | +62.2% | +361.0% | +433.0% |
| 5Y | -19.4% | +52.0% | -71.4% | -16.9% |
| All | +215.7% | +157.5% | +58.2% | +214.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling