+3.5%
UNH vs HUT
+78.5%
-74.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.6% | -1.9% |
| 7D | -1.7% | +18.9% | -20.5% | -2.0% |
| 30D | -3.8% | +12.0% | -15.8% | -4.1% |
| 3M | -4.3% | -14.9% | +10.6% | -4.2% |
| 6M | +38.6% | +96.8% | -58.2% | +35.6% |
| YTD | +20.7% | +108.8% | -88.1% | +17.6% |
| 1Y | +16.0% | +227.4% | -211.4% | +11.4% |
| 3Y | -13.5% | +760.3% | -773.7% | -21.1% |
| 5Y | +3.5% | +86.1% | -82.6% | -3.5% |
| All | +3.5% | +78.5% | -74.9% | -3.5% |
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 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