+6.4%
HUTG vs SPY
+10.2%
-3.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -3.9% |
| 7D | +38.2% | -0.4% | +38.6% | +42.6% |
| 30D | +14.3% | -1.4% | +15.7% | +25.7% |
| 3M | -46.7% | +3.7% | -50.4% | -64.1% |
| 6M | +110.5% | +13.0% | +97.5% | -20.2% |
| All | +6.4% | +10.2% | -3.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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