+4.5%
SHW vs HUT
+47.0%
-42.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.9% | -0.1% |
| 7D | +1.9% | +9.3% | -7.4% | +1.8% |
| 30D | +8.1% | -23.1% | +31.2% | +8.7% |
| 3M | -2.8% | -30.6% | +27.8% | -2.1% |
| 6M | +15.0% | -46.9% | +61.9% | +16.0% |
| YTD | +9.0% | +25.3% | -16.3% | +2.6% |
| 1Y | +4.5% | +59.8% | -55.3% | -2.0% |
| All | +4.5% | +47.0% | -42.5% | -2.0% |
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