+11.4%
NEE vs HUT
-2.9%
+14.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -23.2% | +28.1% | +4.7% |
| 7D | +9.2% | -29.5% | +38.7% | +9.1% |
| 30D | +16.0% | -45.2% | +61.1% | +16.1% |
| 3M | +2.2% | -51.6% | +53.8% | +2.5% |
| 6M | -6.0% | -37.3% | +31.3% | -6.5% |
| YTD | +12.6% | +6.5% | +6.1% | +10.2% |
| 1Y | +11.4% | +1.7% | +9.7% | +9.8% |
| All | +11.4% | -2.9% | +14.3% | +9.8% |
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 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