-8.0%
NEE vs HUT
-37.6%
+29.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.6% | -7.9% | 0.0% |
| 7D | -2.8% | +24.8% | -27.5% | -1.7% |
| 30D | +9.5% | -28.4% | +37.9% | +9.5% |
| 3M | +1.0% | -31.2% | +32.3% | +1.1% |
| 6M | -8.0% | -40.2% | +32.3% | -7.6% |
| All | -8.0% | -37.6% | +29.6% | -7.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling