+250.6%
HPE vs HUT
-30.5%
+281.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.3% | -2.1% | +5.1% |
| 7D | -7.1% | +3.7% | -10.8% | -7.9% |
| 30D | -35.3% | -32.3% | -2.9% | -32.3% |
| 3M | -10.4% | -35.6% | +25.2% | -6.1% |
| 6M | +52.5% | -42.1% | +94.6% | +60.5% |
| YTD | +100.3% | +24.1% | +76.2% | +88.9% |
| 1Y | +106.4% | +27.9% | +78.5% | +92.2% |
| 3Y | +227.4% | +409.1% | -181.7% | +145.8% |
| 5Y | +250.6% | -25.9% | +276.5% | +134.1% |
| All | +250.6% | -30.5% | +281.1% | +134.1% |
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