+12.2%
SHW vs HUT
-31.8%
+44.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +14.6% | -16.0% | -2.1% |
| 7D | +3.5% | -11.4% | +14.8% | +3.6% |
| 30D | +9.2% | -41.0% | +50.3% | +11.5% |
| 3M | -5.1% | -41.9% | +36.8% | -3.3% |
| 6M | +6.8% | -51.7% | +58.5% | +9.0% |
| YTD | +7.0% | +14.6% | -7.7% | +2.7% |
| 1Y | +4.1% | +21.4% | -17.3% | -0.9% |
| 3Y | +41.1% | +359.8% | -318.8% | +15.2% |
| All | +12.2% | -31.8% | +44.0% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling