+163.6%
UNP vs HUT
+422.3%
-258.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.1% |
| 7D | -5.3% | +17.8% | -23.1% | -6.0% |
| 30D | -1.5% | +0.8% | -2.4% | -1.7% |
| 3M | +10.3% | -26.8% | +37.0% | +11.0% |
| 6M | +9.7% | +72.6% | -62.9% | +6.0% |
| YTD | +27.1% | +103.6% | -76.5% | +21.4% |
| 1Y | +32.6% | +265.3% | -232.7% | +22.4% |
| 3Y | +40.0% | +689.4% | -649.4% | +19.8% |
| 5Y | +50.8% | +75.3% | -24.5% | +30.8% |
| All | +163.6% | +422.3% | -258.7% | +85.0% |
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