+63.6%
HPQ vs HUT
+240.9%
-177.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.6% | -5.7% | +1.4% |
| 7D | -3.2% | +24.8% | -28.0% | -4.7% |
| 30D | -3.0% | -28.4% | +25.3% | -1.6% |
| 3M | +0.6% | -31.2% | +31.8% | +1.8% |
| 6M | +36.6% | -40.2% | +76.8% | +38.2% |
| YTD | +35.0% | +32.9% | +2.1% | +26.8% |
| 1Y | +23.1% | +39.1% | -16.0% | +14.4% |
| 3Y | +18.6% | +462.8% | -444.1% | -7.6% |
| 5Y | +10.3% | -13.9% | +24.2% | -9.7% |
| All | +63.6% | +240.9% | -177.3% | -6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling