+84.5%
CVS vs HUT
+455.5%
-371.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.0% | -0.8% |
| 7D | -1.6% | +28.3% | -29.8% | -2.1% |
| 30D | +0.4% | +12.3% | -11.9% | +0.1% |
| 3M | -0.4% | -16.8% | +16.4% | -0.3% |
| 6M | +25.1% | +111.4% | -86.2% | +22.8% |
| YTD | +23.9% | +116.6% | -92.7% | +21.2% |
| 1Y | +41.1% | +290.5% | -249.4% | +35.9% |
| 3Y | +63.6% | +792.3% | -728.7% | +51.9% |
| 5Y | +31.5% | +94.1% | -62.6% | +22.1% |
| All | +84.5% | +455.5% | -371.0% | +71.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling