+1,468.7%
LRCX vs HUT
+405.9%
+1,062.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.5% | -0.1% | -4.9% |
| 7D | +1.8% | +2.8% | -1.0% | +1.5% |
| 30D | -4.3% | +2.1% | -6.4% | -4.8% |
| 3M | -7.3% | -14.3% | +6.9% | -6.0% |
| 6M | +38.6% | +84.2% | -45.7% | +27.6% |
| YTD | +74.4% | +97.2% | -22.8% | +58.6% |
| 1Y | +179.1% | +192.7% | -13.6% | +139.2% |
| 3Y | +357.7% | +712.6% | -354.9% | +221.5% |
| 5Y | +424.9% | +85.5% | +339.4% | +282.1% |
| All | +1,468.7% | +405.9% | +1,062.9% | +711.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling