+73.6%
SLB vs HUT
-14.7%
+88.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.2% |
| 7D | +2.6% | +34.9% | -32.3% | +0.4% |
| 30D | +4.4% | -25.9% | +30.3% | +5.9% |
| 3M | -2.7% | -31.7% | +29.0% | -1.2% |
| 6M | -7.5% | -42.2% | +34.7% | -5.8% |
| YTD | +34.8% | +34.9% | -0.1% | +27.4% |
| 1Y | +44.6% | +48.5% | -3.9% | +34.9% |
| 3Y | +3.2% | +471.2% | -468.0% | -18.1% |
| 5Y | +73.6% | -18.9% | +92.4% | +38.9% |
| All | +73.6% | -14.7% | +88.2% | +38.9% |
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