+15.0%
SHW vs HUT
+102.6%
-87.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.6% | -2.6% |
| 7D | -1.2% | +28.3% | -29.4% | -2.5% |
| 30D | -11.6% | +12.3% | -23.9% | -12.3% |
| 3M | +9.1% | -16.8% | +25.9% | +9.4% |
| 6M | -0.7% | +111.4% | -112.0% | -6.2% |
| YTD | +1.4% | +116.6% | -115.2% | -4.9% |
| 1Y | -12.3% | +290.5% | -302.7% | -21.3% |
| 3Y | +23.4% | +792.3% | -768.9% | -1.4% |
| 5Y | +15.0% | +94.1% | -79.1% | -9.1% |
| All | +15.0% | +102.6% | -87.6% | -9.1% |
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