+1,738.1%
AVGO vs HUT
+422.3%
+1,315.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.4% |
| 7D | -3.0% | +17.8% | -20.7% | -4.7% |
| 30D | -14.4% | +0.8% | -15.3% | -14.8% |
| 3M | -14.4% | -26.8% | +12.4% | -12.6% |
| 6M | +13.1% | +72.6% | -59.4% | +4.9% |
| YTD | +3.8% | +103.6% | -99.8% | -6.1% |
| 1Y | +17.8% | +265.3% | -247.5% | -0.6% |
| 3Y | +325.3% | +689.4% | -364.2% | +215.3% |
| 5Y | +689.9% | +75.3% | +614.6% | +503.4% |
| All | +1,738.1% | +422.3% | +1,315.8% | +906.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling