+102.9%
UNH vs HUT
+422.3%
-319.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -1.1% |
| 7D | +1.1% | +17.8% | -16.7% | +0.7% |
| 30D | -3.8% | +0.8% | -4.6% | -3.9% |
| 3M | +0.7% | -26.8% | +27.5% | +1.2% |
| 6M | +37.9% | +72.6% | -34.7% | +35.3% |
| YTD | +21.9% | +103.6% | -81.7% | +18.8% |
| 1Y | +31.4% | +265.3% | -233.9% | +25.8% |
| 3Y | -11.4% | +689.4% | -700.8% | -18.9% |
| 5Y | +2.5% | +75.3% | -72.8% | -5.3% |
| All | +102.9% | +422.3% | -319.4% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling