+17.9%
WBD vs HUT
+422.3%
-404.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.9% |
| 7D | -1.8% | +17.8% | -19.6% | -3.0% |
| 30D | +8.8% | +0.8% | +7.9% | +8.4% |
| 3M | +4.6% | -26.8% | +31.4% | +5.9% |
| 6M | +1.1% | +72.6% | -71.5% | -4.9% |
| YTD | -2.0% | +103.6% | -105.6% | -9.6% |
| 1Y | +140.0% | +265.3% | -125.3% | +108.5% |
| 3Y | +144.4% | +689.4% | -545.0% | +88.7% |
| 5Y | -0.2% | +75.3% | -75.6% | -23.1% |
| All | +17.9% | +422.3% | -404.4% | -19.7% |
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 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