+139.3%
WFC vs HUT
+731.5%
-592.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | +0.4% |
| 7D | +3.8% | +17.8% | -14.0% | +2.5% |
| 30D | +1.5% | +0.8% | +0.6% | +1.2% |
| 3M | +10.9% | -26.8% | +37.6% | +12.3% |
| 6M | +8.4% | +72.6% | -64.1% | +1.6% |
| YTD | -1.9% | +103.6% | -105.5% | -9.9% |
| 1Y | +12.3% | +265.3% | -252.9% | -2.8% |
| All | +139.3% | +731.5% | -592.2% | +98.2% |
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