+62.5%
SLB vs HUT
-31.8%
+94.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +14.6% | -14.0% | -0.4% |
| 7D | -7.1% | -11.4% | +4.3% | -6.7% |
| 30D | +4.1% | -41.0% | +45.1% | +7.2% |
| 3M | -2.6% | -41.9% | +39.3% | 0.0% |
| 6M | -8.6% | -51.7% | +43.1% | -5.7% |
| YTD | +32.2% | +14.6% | +17.6% | +26.3% |
| 1Y | +40.7% | +21.4% | +19.3% | +33.0% |
| 3Y | -4.5% | +359.8% | -364.4% | -23.2% |
| All | +62.5% | -31.8% | +94.3% | +33.2% |
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