+143.6%
HD vs HUT
+240.9%
-97.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.6% | -7.5% | -0.2% |
| 7D | -1.2% | +24.8% | -25.9% | -2.1% |
| 30D | +20.9% | -28.4% | +49.2% | +22.0% |
| 3M | -0.2% | -31.2% | +31.1% | +0.7% |
| 6M | +14.5% | -40.2% | +54.7% | +15.4% |
| YTD | +4.3% | +32.9% | -28.6% | +0.4% |
| 1Y | -3.5% | +39.1% | -42.5% | -7.7% |
| 3Y | +30.1% | +462.8% | -432.6% | +10.6% |
| 5Y | +8.5% | -13.9% | +22.4% | -5.5% |
| All | +143.6% | +240.9% | -97.3% | +69.9% |
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 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