+93.1%
BKNG vs HUT
+78.5%
+14.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.1% | +1.0% |
| 7D | -10.7% | +2.8% | -13.5% | -11.0% |
| 30D | -18.1% | +2.1% | -20.2% | -18.6% |
| 3M | +8.5% | -14.3% | +22.8% | +8.3% |
| 6M | -0.1% | +84.2% | -84.3% | -8.8% |
| YTD | -18.2% | +97.2% | -115.4% | -26.8% |
| 1Y | -19.9% | +192.7% | -212.6% | -32.9% |
| 3Y | +41.6% | +712.6% | -670.9% | -5.8% |
| 5Y | +93.1% | +85.5% | +7.6% | +33.9% |
| All | +93.1% | +78.5% | +14.6% | +33.9% |
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