+7.0%
SHW vs HUT
-2.9%
+9.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -23.2% | +29.9% | +6.9% |
| 7D | +13.3% | -29.5% | +42.9% | +14.0% |
| 30D | +14.1% | -45.2% | +59.3% | +15.9% |
| 3M | +0.8% | -51.6% | +52.4% | +2.6% |
| 6M | +17.6% | -37.3% | +55.0% | +15.3% |
| YTD | +13.0% | +6.5% | +6.5% | +6.3% |
| 1Y | +7.0% | +1.7% | +5.3% | +1.0% |
| All | +7.0% | -2.9% | +9.9% | +1.0% |
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