+45.5%
UNP vs HUT
+336.9%
-291.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +14.6% | -17.2% | -2.9% |
| 7D | -4.6% | -11.4% | +6.8% | -4.5% |
| 30D | +5.6% | -41.0% | +46.7% | +6.5% |
| 3M | -1.3% | -41.9% | +40.6% | -0.6% |
| 6M | +9.2% | -51.7% | +60.9% | +10.1% |
| YTD | +27.3% | +14.6% | +12.7% | +24.2% |
| 1Y | +35.9% | +21.4% | +14.5% | +32.0% |
| 3Y | +45.5% | +359.8% | -314.4% | +33.1% |
| All | +45.5% | +336.9% | -291.5% | +33.1% |
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 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