+5.4%
B vs HUT
+47.0%
-41.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.4% | +0.5% |
| 7D | -7.3% | +9.3% | -16.7% | -8.8% |
| 30D | -3.3% | -23.1% | +19.8% | -0.3% |
| 3M | -7.8% | -30.6% | +22.8% | -4.0% |
| 6M | -15.5% | -46.9% | +31.3% | -9.3% |
| YTD | -12.3% | +25.3% | -37.6% | -24.4% |
| 1Y | +5.4% | +59.8% | -54.5% | -15.8% |
| All | +5.4% | +47.0% | -41.6% | -15.8% |
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 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