+25.9%
HD vs HUT
+336.9%
-311.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +14.6% | -16.4% | -2.2% |
| 7D | +4.3% | -11.4% | +15.7% | +4.4% |
| 30D | +20.2% | -41.0% | +61.2% | +21.6% |
| 3M | -1.0% | -41.9% | +40.9% | 0.0% |
| 6M | +7.9% | -51.7% | +59.6% | +9.2% |
| YTD | +2.0% | +14.6% | -12.6% | -0.9% |
| 1Y | -4.3% | +21.4% | -25.7% | -7.5% |
| 3Y | +25.9% | +359.8% | -333.9% | +11.3% |
| All | +25.9% | +336.9% | -311.0% | +11.3% |
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