+481.2%
WELL vs HUT
+422.3%
+58.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.2% | -2.3% |
| 7D | -0.8% | +17.8% | -18.6% | -1.4% |
| 30D | -0.1% | +0.8% | -0.9% | -0.2% |
| 3M | +18.0% | -26.8% | +44.8% | +18.7% |
| 6M | +15.0% | +72.6% | -57.6% | +11.2% |
| YTD | +28.6% | +103.6% | -75.0% | +23.1% |
| 1Y | +42.9% | +265.3% | -222.3% | +32.3% |
| 3Y | +203.0% | +689.4% | -486.4% | +158.9% |
| 5Y | +206.9% | +75.3% | +131.5% | +166.3% |
| All | +481.2% | +422.3% | +58.8% | +286.3% |
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