+46.0%
F vs HUT
+445.7%
-399.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.1% | +7.2% | +0.7% |
| 7D | -3.1% | +9.3% | -12.4% | -3.9% |
| 30D | 0.0% | -23.1% | +23.1% | +1.5% |
| 3M | -13.2% | -30.6% | +17.4% | -11.7% |
| 6M | -10.2% | -46.9% | +36.6% | -7.2% |
| YTD | -4.9% | +25.3% | -30.3% | -11.6% |
| 1Y | -6.1% | +59.8% | -65.9% | -15.4% |
| 3Y | +46.0% | +467.2% | -421.2% | +8.9% |
| All | +46.0% | +445.7% | -399.7% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling