+82.5%
HUT vs WWD
+198.1%
-115.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +5.2% |
| 7D | +17.8% | +1.3% | +16.5% | +16.5% |
| 30D | +0.8% | -7.2% | +8.0% | +8.1% |
| 3M | -26.8% | -3.8% | -22.9% | -25.9% |
| 6M | +72.6% | -9.9% | +82.5% | +89.0% |
| YTD | +103.6% | +14.8% | +88.8% | +75.2% |
| 1Y | +265.3% | +42.1% | +223.2% | +152.8% |
| 3Y | +689.4% | +170.8% | +518.6% | +166.3% |
| All | +82.5% | +198.1% | -115.6% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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