+460.5%
LRCX vs HUT
+78.5%
+382.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -0.7% |
| 7D | +9.5% | +18.9% | -9.3% | +5.8% |
| 30D | +3.1% | +12.0% | -8.9% | +0.4% |
| 3M | -3.4% | -14.9% | +11.5% | -1.4% |
| 6M | +49.7% | +96.8% | -47.1% | +30.1% |
| YTD | +84.9% | +108.8% | -23.9% | +57.6% |
| 1Y | +200.8% | +227.4% | -26.5% | +132.0% |
| 3Y | +385.1% | +760.3% | -375.2% | +172.0% |
| 5Y | +460.5% | +86.1% | +374.4% | +243.8% |
| All | +460.5% | +78.5% | +382.0% | +243.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling