-20.4%
ORLY vs HUT
+216.7%
-237.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.5% | +0.6% |
| 7D | -2.4% | +5.4% | -7.8% | -2.2% |
| 30D | -6.8% | +8.6% | -15.4% | -6.4% |
| 3M | -4.8% | -15.2% | +10.5% | -4.5% |
| 6M | -9.1% | +92.9% | -102.0% | -9.2% |
| YTD | -5.9% | +114.6% | -120.5% | -5.1% |
| 1Y | -20.4% | +208.5% | -228.9% | -15.4% |
| All | -20.4% | +216.7% | -237.1% | -15.4% |
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