-33.8%
HUT vs WM
+59.1%
-92.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.1% | +16.7% | +14.4% |
| 7D | -11.4% | +1.2% | -12.6% | -11.3% |
| 30D | -41.0% | +13.1% | -54.1% | -41.1% |
| 3M | -41.9% | +3.6% | -45.5% | -41.8% |
| 6M | -51.7% | +8.1% | -59.7% | -52.3% |
| YTD | +14.6% | +8.9% | +5.7% | +11.9% |
| 1Y | +21.4% | +20.3% | +1.1% | +13.7% |
| 3Y | +359.8% | +46.2% | +313.7% | +262.4% |
| All | -33.8% | +59.1% | -92.9% | -52.5% |
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