+359.8%
HUT vs Z
-21.1%
+380.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.4% | +17.0% | +15.4% |
| 7D | -11.4% | -4.6% | -6.8% | -11.6% |
| 30D | -41.0% | +8.3% | -49.4% | -45.2% |
| 3M | -41.9% | -11.6% | -30.3% | -42.0% |
| 6M | -51.7% | -33.6% | -18.0% | -45.0% |
| YTD | +14.6% | -56.7% | +71.3% | +61.0% |
| 1Y | +21.4% | -59.1% | +80.5% | +78.2% |
| 3Y | +359.8% | -20.4% | +380.2% | +442.0% |
| All | +359.8% | -21.1% | +380.9% | +442.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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