+25.9%
LMT vs HUT
-2.9%
+28.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -23.2% | +16.4% | -6.5% |
| 7D | -5.5% | -29.5% | +24.0% | -5.0% |
| 30D | +17.5% | -45.2% | +62.6% | +18.4% |
| 3M | +1.6% | -51.6% | +53.2% | +2.7% |
| 6M | +16.3% | -37.3% | +53.6% | +15.8% |
| YTD | +25.3% | +6.5% | +18.7% | +21.7% |
| 1Y | +25.9% | +1.7% | +24.1% | +22.2% |
| All | +25.9% | -2.9% | +28.7% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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