+86.3%
HUT vs AA
+10.5%
+75.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.3% | +7.5% |
| 7D | +17.8% | -0.7% | +18.5% | +18.1% |
| 30D | +0.8% | +5.0% | -4.1% | -2.8% |
| 3M | -26.8% | -35.8% | +9.0% | -4.3% |
| 6M | +72.6% | -18.4% | +91.0% | +89.5% |
| YTD | +103.6% | -5.5% | +109.1% | +104.1% |
| 1Y | +265.3% | +61.0% | +204.3% | +166.0% |
| 3Y | +689.4% | +66.2% | +623.2% | +437.0% |
| All | +86.3% | +10.5% | +75.9% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling