-33.8%
HUT vs A
+15.4%
-49.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.7% | +12.8% | +13.1% |
| 7D | -11.4% | -0.1% | -11.3% | -11.1% |
| 30D | -41.0% | +3.4% | -44.4% | -42.1% |
| 3M | -41.9% | +23.8% | -65.7% | -51.6% |
| 6M | -51.7% | +49.0% | -100.7% | -66.7% |
| YTD | +14.6% | +29.4% | -14.8% | -9.9% |
| 1Y | +21.4% | +19.4% | +2.0% | +2.7% |
| 3Y | +359.8% | +66.2% | +293.6% | +146.0% |
| All | -33.8% | +15.4% | -49.1% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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