+208.1%
C vs HUT
+336.9%
-128.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.6% | -14.1% | -0.8% |
| 7D | -2.4% | -11.4% | +9.0% | -1.9% |
| 30D | -6.0% | -41.0% | +35.1% | -2.1% |
| 3M | -10.5% | -41.9% | +31.4% | -7.3% |
| 6M | -5.7% | -51.7% | +46.0% | -1.6% |
| YTD | +4.1% | +14.6% | -10.5% | -1.9% |
| 1Y | +20.5% | +21.4% | -0.9% | +12.0% |
| 3Y | +208.1% | +359.8% | -151.7% | +145.1% |
| All | +208.1% | +336.9% | -128.8% | +145.1% |
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