+21.3%
NEE vs HUT
+259.6%
-238.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -1.3% |
| 7D | -0.5% | +18.9% | -19.4% | -0.9% |
| 30D | -1.7% | +12.0% | -13.7% | -2.0% |
| 3M | -1.8% | -14.9% | +13.0% | -1.7% |
| 6M | -8.8% | +96.8% | -105.6% | -11.9% |
| YTD | +5.2% | +108.8% | -103.6% | +1.0% |
| 1Y | +21.3% | +227.4% | -206.0% | +14.2% |
| All | +21.3% | +259.6% | -238.2% | +14.2% |
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