+448.2%
HUT vs AGG
+15.7%
+432.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +9.0% |
| 7D | +5.4% | -1.1% | +6.5% | +7.5% |
| 30D | +8.6% | -1.1% | +9.8% | +11.0% |
| 3M | -15.2% | -1.9% | -13.3% | -12.2% |
| 6M | +92.9% | -1.7% | +94.6% | +100.9% |
| YTD | +114.6% | -1.3% | +115.9% | +121.8% |
| 1Y | +208.5% | -0.7% | +209.3% | +215.6% |
| 3Y | +821.5% | +12.5% | +809.0% | +651.6% |
| 5Y | +101.8% | -2.5% | +104.3% | +103.3% |
| All | +448.2% | +15.7% | +432.5% | +316.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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