+5.3%
WMT vs HUT
+216.7%
-211.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.8% | -7.5% | +1.5% |
| 7D | 0.0% | +5.4% | -5.4% | +0.1% |
| 30D | -7.4% | +8.6% | -16.0% | -7.1% |
| 3M | -10.9% | -15.2% | +4.4% | -10.6% |
| 6M | -12.7% | +92.9% | -105.6% | -13.0% |
| YTD | -3.2% | +114.6% | -117.8% | -3.3% |
| 1Y | +5.3% | +208.5% | -203.2% | +5.9% |
| All | +5.3% | +216.7% | -211.5% | +5.9% |
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