+86.3%
HUT vs WM
+52.1%
+34.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.2% |
| 7D | +17.8% | -0.3% | +18.1% | +17.8% |
| 30D | +0.8% | -2.4% | +3.2% | +0.9% |
| 3M | -26.8% | +0.4% | -27.2% | -27.8% |
| 6M | +72.6% | -9.5% | +82.0% | +74.5% |
| YTD | +103.6% | +0.5% | +103.1% | +98.9% |
| 1Y | +265.3% | -1.1% | +266.4% | +258.6% |
| 3Y | +689.4% | +46.0% | +643.4% | +501.5% |
| All | +86.3% | +52.1% | +34.2% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling