+116.2%
B vs HUT
-17.9%
+134.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.6% | -9.1% | -2.2% |
| 7D | -2.7% | +24.8% | -27.4% | -4.4% |
| 30D | -4.3% | -28.4% | +24.0% | -2.5% |
| 3M | -2.3% | -31.2% | +28.9% | -0.5% |
| 6M | -16.2% | -40.2% | +24.0% | -14.4% |
| YTD | -8.8% | +32.9% | -41.7% | -12.6% |
| 1Y | +11.4% | +39.1% | -27.7% | +6.0% |
| 3Y | +174.3% | +462.8% | -288.5% | +128.3% |
| 5Y | +116.2% | -13.9% | +130.0% | +77.7% |
| All | +116.2% | -17.9% | +134.0% | +77.7% |
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