+525.7%
AVGO vs HUT
-30.5%
+556.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.3% | +0.5% | +7.5% |
| 7D | -0.9% | +3.7% | -4.5% | -2.1% |
| 30D | -11.6% | -32.3% | +20.7% | -7.0% |
| 3M | -25.2% | -35.6% | +10.5% | -21.3% |
| 6M | -25.4% | -42.1% | +16.6% | -21.2% |
| YTD | -7.2% | +24.1% | -31.3% | -15.0% |
| 1Y | -7.9% | +27.9% | -35.8% | -16.8% |
| 3Y | +262.1% | +409.1% | -147.0% | +143.9% |
| 5Y | +525.7% | -25.9% | +551.6% | +433.8% |
| All | +525.7% | -30.5% | +556.2% | +433.8% |
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