-11.8%
UNH vs HUT
+772.7%
-784.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.4% | +0.9% |
| 7D | +1.1% | +28.3% | -27.1% | +0.8% |
| 30D | -1.5% | +12.3% | -13.8% | -1.7% |
| 3M | -0.8% | -16.8% | +16.0% | -0.7% |
| 6M | +41.8% | +111.4% | -69.6% | +39.9% |
| YTD | +23.1% | +116.6% | -93.5% | +21.1% |
| 1Y | +28.5% | +290.5% | -261.9% | +25.5% |
| 3Y | -11.8% | +792.3% | -804.0% | -12.3% |
| All | -11.8% | +772.7% | -784.5% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling