+2,465.2%
FIX vs HUT
+194.0%
+2,271.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +14.6% | -9.1% | +3.7% |
| 7D | -17.5% | -11.4% | -6.1% | -16.2% |
| 30D | -41.6% | -41.0% | -0.5% | -38.0% |
| 3M | -40.6% | -41.9% | +1.3% | -37.0% |
| 6M | -49.4% | -51.7% | +2.3% | -45.5% |
| YTD | +9.2% | +14.6% | -5.4% | +6.4% |
| 1Y | +6.5% | +21.4% | -14.9% | +2.5% |
| 3Y | +448.7% | +359.8% | +88.9% | +350.1% |
| 5Y | +948.7% | -27.5% | +976.2% | +798.1% |
| All | +2,465.2% | +194.0% | +2,271.2% | +1,560.5% |
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