+76.4%
SLB vs HUT
-25.2%
+101.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.1% | +8.6% | +2.0% |
| 7D | +3.5% | +9.3% | -5.8% | +2.8% |
| 30D | +6.5% | -23.1% | +29.6% | +7.8% |
| 3M | -0.2% | -30.6% | +30.4% | +1.2% |
| 6M | -5.7% | -46.9% | +41.1% | -3.4% |
| YTD | +36.8% | +25.3% | +11.5% | +29.9% |
| 1Y | +45.8% | +59.8% | -14.0% | +35.5% |
| 3Y | +3.4% | +467.2% | -463.8% | -17.9% |
| All | +76.4% | -25.2% | +101.5% | +41.8% |
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