+343.8%
HPE vs HUT
+102.6%
+241.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.4% | +1.4% | +7.0% |
| 7D | +10.1% | +28.3% | -18.1% | +6.9% |
| 30D | +5.3% | +12.3% | -7.0% | +3.5% |
| 3M | +12.7% | -16.8% | +29.5% | +13.8% |
| 6M | +167.7% | +111.4% | +56.3% | +140.7% |
| YTD | +135.5% | +116.6% | +18.9% | +108.7% |
| 1Y | +143.4% | +290.5% | -147.1% | +98.8% |
| 3Y | +249.2% | +792.3% | -543.1% | +146.0% |
| 5Y | +343.8% | +94.1% | +249.7% | +208.6% |
| All | +343.8% | +102.6% | +241.2% | +208.6% |
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