+894.6%
FIX vs HUT
-38.2%
+932.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -6.1% | -5.5% | -10.4% |
| 7D | -27.2% | -30.8% | +3.6% | -22.0% |
| 30D | -46.9% | -50.2% | +3.3% | -39.8% |
| 3M | -44.4% | -50.5% | +6.0% | -37.2% |
| 6M | -50.9% | -42.9% | -8.0% | -46.8% |
| YTD | +3.5% | 0.0% | +3.5% | +1.5% |
| 1Y | -2.1% | -2.2% | +0.1% | -4.8% |
| 3Y | +418.7% | +289.4% | +129.3% | +289.6% |
| 5Y | +894.6% | -36.7% | +931.3% | +699.6% |
| All | +894.6% | -38.2% | +932.7% | +699.6% |
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