+20.9%
HUT vs WM
+20.0%
+0.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.5% |
| 7D | +3.7% | -0.5% | +4.1% | +4.5% |
| 30D | -32.3% | +13.3% | -45.6% | -16.3% |
| 3M | -35.6% | +4.4% | -40.0% | -29.2% |
| 6M | -42.1% | +10.8% | -52.9% | -30.7% |
| YTD | +24.1% | +9.1% | +15.0% | +50.9% |
| All | +20.9% | +20.0% | +0.9% | +69.6% |
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