+36.4%
SHEL vs HUT
+47.0%
-10.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.1% | +8.4% | +1.4% |
| 7D | +0.8% | +9.3% | -8.6% | +0.7% |
| 30D | -3.6% | -23.1% | +19.5% | -3.4% |
| 3M | +12.0% | -30.6% | +42.6% | +12.1% |
| 6M | +19.7% | -46.9% | +66.6% | +20.2% |
| YTD | +39.6% | +25.3% | +14.3% | +33.5% |
| 1Y | +36.4% | +59.8% | -23.4% | +28.3% |
| All | +36.4% | +47.0% | -10.5% | +28.3% |
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