+158.8%
B vs HUT
+78.5%
+80.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.4% |
| 7D | +1.0% | +18.9% | -17.8% | -0.3% |
| 30D | +9.5% | +12.0% | -2.5% | +8.4% |
| 3M | +14.3% | -14.9% | +29.2% | +14.7% |
| 6M | -1.9% | +96.8% | -98.7% | -7.5% |
| YTD | +4.1% | +108.8% | -104.7% | -2.3% |
| 1Y | +56.1% | +227.4% | -171.3% | +42.3% |
| 3Y | +202.0% | +760.3% | -558.3% | +149.7% |
| 5Y | +158.8% | +86.1% | +72.7% | +100.6% |
| All | +158.8% | +78.5% | +80.3% | +100.6% |
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