+1.7%
HUT vs WM
+21.9%
-20.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.6% | -24.9% | -20.7% |
| 7D | -29.5% | +5.9% | -35.5% | -22.1% |
| 30D | -45.2% | +15.4% | -60.6% | -30.7% |
| 3M | -51.6% | +6.3% | -58.0% | -45.5% |
| 6M | -37.3% | +5.6% | -42.9% | -27.5% |
| YTD | +6.5% | +9.9% | -3.4% | +29.6% |
| 1Y | +1.7% | +20.8% | -19.1% | +36.3% |
| All | +1.7% | +21.9% | -20.2% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling