+219.8%
C vs HUT
+371.2%
-151.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.3% | -5.8% | +1.7% |
| 7D | -0.9% | +3.7% | -4.6% | -1.8% |
| 30D | -5.4% | -32.3% | +26.9% | -2.7% |
| 3M | -9.2% | -35.6% | +26.5% | -6.8% |
| 6M | -1.8% | -42.1% | +40.3% | +0.7% |
| YTD | +6.7% | +24.1% | -17.4% | -0.2% |
| 1Y | +23.5% | +27.9% | -4.4% | +14.3% |
| 3Y | +219.8% | +409.1% | -189.3% | +153.3% |
| All | +219.8% | +371.2% | -151.5% | +153.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling