+1.7%
HUT vs XYZ
+19.9%
-18.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +15.3% | -38.5% | -28.3% |
| 7D | -29.5% | +16.5% | -46.1% | -34.7% |
| 30D | -45.2% | +15.0% | -60.1% | -48.7% |
| 3M | -51.6% | +3.5% | -55.2% | -52.4% |
| 6M | -37.3% | +21.9% | -59.2% | -45.2% |
| YTD | +6.5% | +34.6% | -28.1% | -10.5% |
| 1Y | +1.7% | +20.7% | -19.0% | -7.6% |
| All | +1.7% | +19.9% | -18.1% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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