+43.3%
SHEL vs HUT
-2.9%
+46.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -23.2% | +21.0% | -2.0% |
| 7D | -3.2% | -29.5% | +26.4% | -2.9% |
| 30D | +5.5% | -45.2% | +50.7% | +6.1% |
| 3M | +14.4% | -51.6% | +66.0% | +15.2% |
| 6M | +16.2% | -37.3% | +53.5% | +15.6% |
| YTD | +42.4% | +6.5% | +35.9% | +36.4% |
| 1Y | +43.3% | +1.7% | +41.5% | +37.1% |
| All | +43.3% | -2.9% | +46.2% | +37.1% |
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