+91.7%
EFA vs HUT
+221.4%
-129.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.5% |
| 7D | +2.2% | +9.3% | -7.1% | +1.8% |
| 30D | +1.4% | -23.1% | +24.5% | +2.2% |
| 3M | -4.2% | -30.6% | +26.4% | -3.2% |
| 6M | +1.9% | -46.9% | +48.8% | +3.8% |
| YTD | +10.2% | +25.3% | -15.1% | +6.6% |
| 1Y | +12.8% | +59.8% | -47.1% | +7.5% |
| 3Y | +65.2% | +467.2% | -402.0% | +41.0% |
| 5Y | +49.8% | -24.6% | +74.5% | +32.2% |
| All | +91.7% | +221.4% | -129.8% | +38.7% |
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