+186.5%
SHW vs HUT
+218.4%
-31.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.3% | -4.3% | +3.7% |
| 7D | +1.6% | +3.7% | -2.1% | +1.1% |
| 30D | +12.1% | -32.3% | +44.4% | +13.4% |
| 3M | -3.0% | -35.6% | +32.7% | -1.9% |
| 6M | +13.5% | -42.1% | +55.6% | +14.5% |
| YTD | +11.2% | +24.1% | -12.9% | +7.7% |
| 1Y | +6.2% | +27.9% | -21.7% | +2.3% |
| 3Y | +45.6% | +409.1% | -363.5% | +26.0% |
| 5Y | +15.6% | -25.9% | +41.5% | +2.5% |
| All | +186.5% | +218.4% | -31.8% | +92.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling