+1,008.9%
BE vs HUT
+665.3%
+343.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.4% | +3.3% | +8.0% |
| 7D | +29.8% | +28.3% | +1.5% | +21.9% |
| 30D | +26.4% | +12.3% | +14.1% | +22.5% |
| 3M | +9.3% | -16.8% | +26.1% | +13.7% |
| 6M | +105.1% | +111.4% | -6.3% | +65.1% |
| YTD | +219.0% | +116.6% | +102.5% | +156.0% |
| 1Y | +418.8% | +290.5% | +128.3% | +260.5% |
| 3Y | +1,784.6% | +792.3% | +992.3% | +858.1% |
| 5Y | +1,251.0% | +94.1% | +1,156.8% | +705.5% |
| All | +1,008.9% | +665.3% | +343.6% | +236.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling