+691.7%
AVGO vs HUT
+71.6%
+620.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.7% |
| 7D | -3.0% | +17.8% | -20.7% | -5.4% |
| 30D | -14.4% | +0.8% | -15.3% | -15.0% |
| 3M | -14.4% | -26.8% | +12.4% | -11.8% |
| 6M | +13.1% | +72.6% | -59.4% | +1.3% |
| YTD | +3.8% | +103.6% | -99.8% | -10.5% |
| 1Y | +17.8% | +265.3% | -247.5% | -8.4% |
| 3Y | +325.3% | +689.4% | -364.2% | +173.5% |
| All | +691.7% | +71.6% | +620.0% | +448.6% |
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