+85.5%
HUT vs WTW
+42.3%
+43.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.1% | -5.8% |
| 7D | +2.8% | -7.8% | +10.6% | +6.4% |
| 30D | +2.1% | -7.9% | +9.9% | +5.5% |
| 3M | -14.3% | +19.9% | -34.2% | -21.7% |
| 6M | +84.2% | +9.8% | +74.4% | +73.2% |
| YTD | +97.2% | -3.3% | +100.6% | +99.3% |
| 1Y | +192.7% | -3.3% | +196.0% | +192.8% |
| 3Y | +712.6% | +61.5% | +651.0% | +318.8% |
| 5Y | +85.5% | +42.6% | +42.9% | -1.2% |
| All | +85.5% | +42.3% | +43.2% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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