+146.8%
DIA vs HUT
+218.4%
-71.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.3% | -6.1% | +1.8% |
| 7D | +0.8% | +3.7% | -2.9% | +0.3% |
| 30D | +1.4% | -32.3% | +33.8% | +2.8% |
| 3M | -2.7% | -35.6% | +32.9% | -1.4% |
| 6M | +6.2% | -42.1% | +48.3% | +7.5% |
| YTD | +10.1% | +24.1% | -14.0% | +6.5% |
| 1Y | +13.0% | +27.9% | -14.9% | +8.7% |
| 3Y | +61.9% | +409.1% | -347.2% | +39.6% |
| 5Y | +57.1% | -25.9% | +83.0% | +39.2% |
| All | +146.8% | +218.4% | -71.6% | +75.8% |
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