+720.6%
HUT vs WM
+46.1%
+674.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +5.6% |
| 7D | +17.8% | -0.3% | +18.1% | +17.6% |
| 30D | +0.8% | -2.4% | +3.2% | -0.2% |
| 3M | -26.8% | +0.4% | -27.2% | -26.8% |
| 6M | +72.6% | -9.5% | +82.0% | +71.6% |
| YTD | +103.6% | +0.5% | +103.1% | +103.4% |
| 1Y | +265.3% | -1.1% | +266.4% | +270.3% |
| All | +720.6% | +46.1% | +674.4% | +782.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling