+96.3%
EFA vs HUT
+450.5%
-354.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.8% | -7.8% | +0.5% |
| 7D | -1.5% | +5.4% | -6.9% | -1.8% |
| 30D | -1.7% | +8.6% | -10.3% | -2.2% |
| 3M | +3.5% | -15.2% | +18.7% | +3.7% |
| 6M | +9.5% | +92.9% | -83.4% | +4.8% |
| YTD | +12.9% | +114.6% | -101.8% | +7.0% |
| 1Y | +18.2% | +208.5% | -190.3% | +9.2% |
| 3Y | +64.8% | +821.5% | -756.7% | +37.9% |
| 5Y | +53.9% | +101.8% | -47.9% | +30.5% |
| All | +96.3% | +450.5% | -354.2% | +39.2% |
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