+189.8%
HOOD vs HUT
+71.6%
+118.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.3% | -4.1% |
| 7D | +17.1% | +17.8% | -0.7% | +11.3% |
| 30D | +31.6% | +0.8% | +30.7% | +30.0% |
| 3M | +38.2% | -26.8% | +65.0% | +46.5% |
| 6M | +48.5% | +72.6% | -24.0% | +14.3% |
| YTD | +8.0% | +103.6% | -95.7% | -22.5% |
| 1Y | +18.7% | +265.3% | -246.6% | -33.1% |
| 3Y | +999.1% | +689.4% | +309.7% | +304.1% |
| All | +189.8% | +71.6% | +118.2% | +38.3% |
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 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