+39.6%
DUK vs HUT
+78.5%
-38.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.7% |
| 7D | -0.1% | +18.9% | -19.0% | +0.1% |
| 30D | +0.2% | +12.0% | -11.7% | +0.4% |
| 3M | -1.9% | -14.9% | +13.0% | -1.9% |
| 6M | -6.5% | +96.8% | -103.3% | -5.9% |
| YTD | +5.4% | +108.8% | -103.4% | +6.2% |
| 1Y | +3.6% | +227.4% | -223.8% | +4.6% |
| 3Y | +48.1% | +760.3% | -712.1% | +49.3% |
| 5Y | +39.6% | +86.1% | -46.5% | +35.8% |
| All | +39.6% | +78.5% | -38.9% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling