+167.1%
SHW vs HUT
+422.3%
-255.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.2% | -5.8% | +0.2% |
| 7D | -3.2% | +17.8% | -21.0% | -3.9% |
| 30D | -9.5% | +0.8% | -10.4% | -9.7% |
| 3M | +11.5% | -26.8% | +38.2% | +12.2% |
| 6M | -3.5% | +72.6% | -76.1% | -6.9% |
| YTD | +3.7% | +103.6% | -99.9% | -1.0% |
| 1Y | -7.9% | +265.3% | -273.2% | -15.0% |
| 3Y | +24.7% | +689.4% | -664.7% | +6.5% |
| 5Y | +13.6% | +75.3% | -61.8% | -2.2% |
| All | +167.1% | +422.3% | -255.2% | +76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling