+121.0%
DUK vs HUT
+405.9%
-284.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.7% | -0.9% |
| 7D | -1.7% | +2.8% | -4.5% | -1.7% |
| 30D | -2.2% | +2.1% | -4.3% | -2.3% |
| 3M | -3.7% | -14.3% | +10.6% | -3.7% |
| 6M | -6.3% | +84.2% | -90.6% | -6.6% |
| YTD | +4.5% | +97.2% | -92.7% | +4.1% |
| 1Y | +1.8% | +192.7% | -190.9% | +1.2% |
| 3Y | +46.8% | +712.6% | -665.7% | +43.5% |
| 5Y | +40.2% | +85.5% | -45.2% | +37.3% |
| All | +121.0% | +405.9% | -284.9% | +92.4% |
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