+5.5%
SHW vs HUT
+21.4%
-16.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.3% | -4.3% | +3.9% |
| 7D | +1.6% | +3.7% | -2.1% | +1.2% |
| 30D | +12.1% | -32.3% | +44.4% | +13.3% |
| 3M | -3.0% | -35.6% | +32.7% | -2.0% |
| 6M | +13.5% | -42.1% | +55.6% | +13.6% |
| YTD | +11.2% | +24.1% | -12.9% | +4.8% |
| All | +5.5% | +21.4% | -16.0% | -0.6% |
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