+74.3%
CDE vs HUT
+221.4%
-147.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.1% | +4.9% | -1.3% |
| 7D | -9.6% | +9.3% | -19.0% | -10.8% |
| 30D | -6.7% | -23.1% | +16.4% | -4.4% |
| 3M | -24.2% | -30.6% | +6.4% | -21.6% |
| 6M | -29.1% | -46.9% | +17.8% | -24.8% |
| YTD | -21.5% | +25.3% | -46.8% | -26.3% |
| 1Y | -7.4% | +59.8% | -67.2% | -16.1% |
| 3Y | +596.3% | +467.2% | +129.1% | +381.6% |
| 5Y | +95.7% | -24.6% | +120.4% | +51.5% |
| All | +74.3% | +221.4% | -147.1% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling