+259.1%
LRCX vs HUT
+478.8%
-219.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.6% | -1.5% | +4.5% |
| 7D | +6.5% | +24.8% | -18.2% | +1.9% |
| 30D | -23.8% | -28.4% | +4.6% | -19.1% |
| 3M | -24.2% | -31.2% | +7.0% | -19.4% |
| 6M | -20.2% | -40.2% | +20.1% | -13.3% |
| YTD | +38.2% | +32.9% | +5.3% | +29.8% |
| 1Y | +48.9% | +39.1% | +9.8% | +37.3% |
| All | +259.1% | +478.8% | -219.7% | +169.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling