+265.0%
C vs HUT
+699.5%
-434.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -0.9% |
| 7D | +3.6% | +17.8% | -14.2% | +2.0% |
| 30D | +0.1% | +0.8% | -0.8% | -0.3% |
| 3M | +2.4% | -26.8% | +29.2% | +4.2% |
| 6M | +24.9% | +72.6% | -47.6% | +15.7% |
| YTD | +19.8% | +103.6% | -83.8% | +8.3% |
| 1Y | +44.9% | +265.3% | -220.4% | +22.1% |
| All | +265.0% | +699.5% | -434.5% | +186.3% |
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