-49.6%
ORCL vs HUT
+21.4%
-71.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.3% | -5.1% | +1.3% |
| 7D | +0.5% | +3.7% | -3.2% | -1.6% |
| 30D | -15.3% | -32.3% | +17.1% | -8.8% |
| 3M | -18.2% | -35.6% | +17.4% | -11.9% |
| 6M | -38.4% | -42.1% | +3.7% | -33.2% |
| YTD | -37.7% | +24.1% | -61.8% | -44.2% |
| All | -49.6% | +21.4% | -71.0% | -55.3% |
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