+167.7%
NEE vs HUT
+422.3%
-254.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -1.0% |
| 7D | +1.9% | +17.8% | -15.8% | +1.4% |
| 30D | -2.2% | +0.8% | -3.0% | -2.3% |
| 3M | -1.2% | -26.8% | +25.6% | -0.6% |
| 6M | -8.6% | +72.6% | -81.1% | -11.1% |
| YTD | +6.2% | +103.6% | -97.4% | +2.4% |
| 1Y | +21.1% | +265.3% | -244.2% | +13.7% |
| 3Y | +36.4% | +689.4% | -653.0% | +19.9% |
| 5Y | +11.4% | +75.3% | -64.0% | -1.2% |
| All | +167.7% | +422.3% | -254.6% | +97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling