+244.6%
HUT vs AA
-10.9%
+255.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.2% |
| 7D | +34.9% | +5.3% | +29.6% | +31.7% |
| 30D | -25.9% | -2.3% | -23.6% | -25.0% |
| 3M | -31.7% | -20.8% | -10.9% | -23.4% |
| 6M | -42.2% | -39.8% | -2.4% | -26.1% |
| YTD | +34.9% | -23.3% | +58.2% | +51.2% |
| 1Y | +48.5% | +1.8% | +46.7% | +46.4% |
| 3Y | +471.2% | +69.5% | +401.7% | +337.7% |
| 5Y | -18.9% | -18.0% | -0.9% | -17.9% |
| All | +244.6% | -10.9% | +255.5% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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