+202.0%
WMB vs HUT
-14.7%
+216.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.7% |
| 7D | +8.1% | +34.9% | -26.8% | +6.2% |
| 30D | -6.9% | -25.9% | +19.0% | -5.8% |
| 3M | -5.1% | -31.7% | +26.6% | -3.8% |
| 6M | -5.7% | -42.2% | +36.5% | -4.3% |
| YTD | +18.1% | +34.9% | -16.8% | +12.7% |
| 1Y | +18.4% | +48.5% | -30.1% | +11.8% |
| 3Y | +122.7% | +471.2% | -348.5% | +84.3% |
| 5Y | +202.0% | -18.9% | +220.9% | +159.5% |
| All | +202.0% | -14.7% | +216.7% | +159.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling