+86.3%
HUT vs ACI
-42.9%
+129.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.2% |
| 7D | +17.8% | +0.2% | +17.6% | +17.8% |
| 30D | +0.8% | +5.9% | -5.1% | +1.2% |
| 3M | -26.8% | -19.8% | -7.0% | -25.9% |
| 6M | +72.6% | -24.7% | +97.3% | +74.8% |
| YTD | +103.6% | -24.4% | +128.0% | +106.1% |
| 1Y | +265.3% | -31.5% | +296.8% | +274.7% |
| 3Y | +689.4% | -38.7% | +728.1% | +717.3% |
| All | +86.3% | -42.9% | +129.3% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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