+128.8%
GOOG vs HUT
+78.5%
+50.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.7% |
| 7D | -1.6% | +18.9% | -20.4% | -3.5% |
| 30D | -7.7% | +12.0% | -19.6% | -9.2% |
| 3M | -9.3% | -14.9% | +5.6% | -9.0% |
| 6M | +7.4% | +96.8% | -89.4% | -3.9% |
| YTD | +4.9% | +108.8% | -103.9% | -8.2% |
| 1Y | +37.2% | +227.4% | -190.2% | +10.9% |
| 3Y | +141.6% | +760.3% | -618.7% | +53.3% |
| 5Y | +128.8% | +86.1% | +42.7% | +50.8% |
| All | +128.8% | +78.5% | +50.3% | +50.8% |
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