+420.1%
HUT vs WPM
+767.8%
-347.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.7% |
| 7D | +17.8% | +1.1% | +16.7% | +17.2% |
| 30D | +0.8% | +26.4% | -25.5% | -11.0% |
| 3M | -26.8% | +20.8% | -47.6% | -34.2% |
| 6M | +72.6% | +1.1% | +71.4% | +70.1% |
| YTD | +103.6% | +32.5% | +71.2% | +78.5% |
| 1Y | +265.3% | +51.5% | +213.7% | +200.8% |
| 3Y | +689.4% | +267.0% | +422.4% | +309.3% |
| 5Y | +75.3% | +250.1% | -174.8% | -8.1% |
| All | +420.1% | +767.8% | -347.7% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling