+254.8%
HPE vs HUT
+422.3%
-167.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.2% | -10.7% | -5.0% |
| 7D | -0.6% | +17.8% | -18.4% | -1.9% |
| 30D | -2.3% | +0.8% | -3.1% | -2.6% |
| 3M | -2.9% | -26.8% | +23.9% | -1.2% |
| 6M | +143.6% | +72.6% | +71.0% | +130.3% |
| YTD | +118.5% | +103.6% | +14.9% | +102.6% |
| 1Y | +129.2% | +265.3% | -136.1% | +101.5% |
| 3Y | +212.5% | +689.4% | -476.9% | +149.4% |
| 5Y | +286.9% | +75.3% | +211.6% | +213.1% |
| All | +254.8% | +422.3% | -167.5% | +119.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling