+32.0%
RCL vs HUT
-2.9%
+34.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -23.2% | +29.6% | +8.4% |
| 7D | +11.7% | -29.5% | +41.2% | +14.6% |
| 30D | +21.1% | -45.2% | +66.3% | +27.4% |
| 3M | +2.9% | -51.6% | +54.5% | +9.1% |
| 6M | +29.8% | -37.3% | +67.1% | +30.6% |
| YTD | +21.4% | +6.5% | +14.9% | +14.8% |
| 1Y | +32.0% | +1.7% | +30.3% | +25.4% |
| All | +32.0% | -2.9% | +34.9% | +25.4% |
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