+22.4%
VZ vs HUT
+13.4%
+8.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.6% | -15.5% | -0.1% |
| 7D | +2.1% | -11.4% | +13.5% | +1.8% |
| 30D | +1.4% | -41.0% | +42.4% | -0.9% |
| 3M | -1.3% | -41.9% | +40.7% | -3.2% |
| 6M | -0.5% | -51.7% | +51.1% | -2.6% |
| YTD | +19.6% | +14.6% | +5.0% | +23.4% |
| 1Y | +22.4% | +21.4% | +1.0% | +26.7% |
| All | +22.4% | +13.4% | +8.9% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling