+1.7%
HUT vs WU
-18.0%
+19.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +5.4% | -28.7% | -20.8% |
| 7D | -29.5% | +8.2% | -37.8% | -26.6% |
| 30D | -45.2% | +8.0% | -53.2% | -42.8% |
| 3M | -51.6% | -6.6% | -45.0% | -51.4% |
| 6M | -37.3% | -23.3% | -14.1% | -37.6% |
| YTD | +6.5% | -22.4% | +28.9% | +5.9% |
| 1Y | +1.7% | -18.0% | +19.7% | +1.0% |
| All | +1.7% | -18.0% | +19.7% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling