+86.3%
HUT vs A
-12.8%
+99.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.7% |
| 7D | +17.8% | -1.9% | +19.7% | +19.7% |
| 30D | +0.8% | +6.9% | -6.1% | -5.2% |
| 3M | -26.8% | +9.2% | -36.0% | -33.0% |
| 6M | +72.6% | +25.7% | +46.9% | +37.5% |
| YTD | +103.6% | +11.5% | +92.1% | +80.7% |
| 1Y | +265.3% | +18.4% | +246.9% | +202.8% |
| 3Y | +689.4% | +26.6% | +662.8% | +455.0% |
| All | +86.3% | -12.8% | +99.2% | +77.9% |
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