-23.1%
BA vs HUT
-38.2%
+15.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.6% | -2.0% |
| 7D | -0.1% | -30.8% | +30.8% | +2.8% |
| 30D | -9.1% | -50.2% | +41.0% | -3.9% |
| 3M | -28.2% | -50.5% | +22.3% | -24.4% |
| 6M | -23.1% | -42.9% | +19.8% | -21.5% |
| YTD | -20.6% | 0.0% | -20.6% | -24.3% |
| 1Y | -12.7% | -2.2% | -10.5% | -17.6% |
| 3Y | -11.6% | +289.4% | -301.0% | -35.7% |
| 5Y | -23.1% | -36.7% | +13.6% | -44.3% |
| All | -23.1% | -38.2% | +15.0% | -44.3% |
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