+361.1%
B vs HUT
+422.3%
-61.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.4% | -2.5% |
| 7D | -1.6% | +17.8% | -19.4% | -2.5% |
| 30D | +9.4% | +0.8% | +8.6% | +9.2% |
| 3M | +5.0% | -26.8% | +31.8% | +6.1% |
| 6M | -3.5% | +72.6% | -76.1% | -7.0% |
| YTD | +4.5% | +103.6% | -99.2% | -0.1% |
| 1Y | +67.8% | +265.3% | -197.5% | +55.8% |
| 3Y | +196.7% | +689.4% | -492.7% | +157.1% |
| 5Y | +151.9% | +75.3% | +76.6% | +119.3% |
| All | +361.1% | +422.3% | -61.2% | +240.8% |
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 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