+227.4%
HUT vs WU
-11.2%
+238.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.7% |
| 7D | +18.9% | -4.9% | +23.8% | +18.5% |
| 30D | +12.0% | -1.3% | +13.3% | +11.8% |
| 3M | -14.9% | -3.6% | -11.3% | -17.8% |
| 6M | +96.8% | -24.3% | +121.1% | +106.3% |
| YTD | +108.8% | -21.1% | +129.9% | +112.3% |
| 1Y | +227.4% | -10.3% | +237.7% | +182.8% |
| All | +227.4% | -11.2% | +238.6% | +182.8% |
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