+200.4%
B vs HUT
+699.5%
-499.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.4% | -2.7% |
| 7D | -1.6% | +17.8% | -19.4% | -3.0% |
| 30D | +9.4% | +0.8% | +8.6% | +9.1% |
| 3M | +5.0% | -26.8% | +31.8% | +6.8% |
| 6M | -3.5% | +72.6% | -76.1% | -8.7% |
| YTD | +4.5% | +103.6% | -99.2% | -2.2% |
| 1Y | +67.8% | +265.3% | -197.5% | +52.9% |
| All | +200.4% | +699.5% | -499.1% | +155.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling