+122.7%
HOOD vs HUT
-25.2%
+147.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.1% | +2.8% | -2.0% |
| 7D | -3.8% | +9.3% | -13.1% | -6.6% |
| 30D | -23.0% | -23.1% | +0.1% | -18.2% |
| 3M | -21.6% | -30.6% | +9.0% | -15.2% |
| 6M | +1.4% | -46.9% | +48.3% | +14.9% |
| YTD | -31.2% | +25.3% | -56.5% | -44.7% |
| 1Y | -35.9% | +59.8% | -95.8% | -53.7% |
| 3Y | +836.9% | +467.2% | +369.8% | +259.4% |
| All | +122.7% | -25.2% | +147.9% | +48.3% |
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