+10.8%
HD vs HUT
+71.6%
-60.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | +0.6% |
| 7D | -2.1% | +17.8% | -19.8% | -3.0% |
| 30D | -8.4% | +0.8% | -9.3% | -8.6% |
| 3M | +4.3% | -26.8% | +31.1% | +5.3% |
| 6M | -11.1% | +72.6% | -83.7% | -15.4% |
| YTD | -4.7% | +103.6% | -108.3% | -10.7% |
| 1Y | -19.8% | +265.3% | -285.1% | -28.6% |
| 3Y | +4.1% | +689.4% | -685.3% | -18.2% |
| All | +10.8% | +71.6% | -60.9% | -14.2% |
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