+9.7%
CRM vs HUT
+716.2%
-706.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +5.1% | -0.2% |
| 7D | -8.1% | +2.8% | -11.0% | -8.3% |
| 30D | +23.1% | +2.1% | +21.0% | +22.7% |
| 3M | +42.5% | -14.3% | +56.8% | +42.3% |
| 6M | +25.3% | +84.2% | -58.9% | +17.1% |
| YTD | -7.8% | +97.2% | -105.0% | -15.2% |
| 1Y | +1.0% | +192.7% | -191.7% | -11.6% |
| All | +9.7% | +716.2% | -706.5% | -16.6% |
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 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