-3.6%
UNH vs HUT
-28.2%
+24.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | +0.2% | -10.9% | +11.1% | +0.3% |
| 30D | +6.8% | -32.6% | +39.4% | +7.5% |
| 3M | -0.3% | -33.7% | +33.5% | +0.2% |
| 6M | +7.9% | -42.3% | +50.2% | +8.5% |
| YTD | +25.1% | +23.6% | +1.6% | +22.9% |
| 1Y | +29.3% | +20.4% | +9.0% | +26.8% |
| 3Y | -20.3% | +423.2% | -443.5% | -26.9% |
| 5Y | -3.6% | -19.4% | +15.8% | -7.1% |
| All | -3.6% | -28.2% | +24.6% | -7.1% |
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