+86.3%
HUT vs AFRM
-23.1%
+109.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.6% | +8.8% | +7.5% |
| 7D | +17.8% | -7.0% | +24.7% | +21.8% |
| 30D | +0.8% | -7.8% | +8.6% | +3.7% |
| 3M | -26.8% | +5.3% | -32.1% | -30.1% |
| 6M | +72.6% | +42.6% | +29.9% | +40.5% |
| YTD | +103.6% | -2.8% | +106.4% | +99.1% |
| 1Y | +265.3% | -19.3% | +284.6% | +292.2% |
| 3Y | +689.4% | +231.0% | +458.4% | +272.9% |
| All | +86.3% | -23.1% | +109.4% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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