+409.1%
HUT vs WU
-21.7%
+430.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.3% |
| 7D | +3.7% | +9.1% | -5.4% | +2.7% |
| 30D | -32.3% | +12.1% | -44.4% | -33.3% |
| 3M | -35.6% | +0.3% | -36.0% | -35.6% |
| 6M | -42.1% | -19.1% | -22.9% | -38.7% |
| YTD | +24.1% | -19.2% | +43.3% | +29.8% |
| 1Y | +27.9% | -15.3% | +43.2% | +30.0% |
| 3Y | +409.1% | -21.3% | +430.4% | +382.1% |
| All | +409.1% | -21.7% | +430.8% | +382.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling