-21.3%
HUT vs AGI
+243.7%
-265.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.9% |
| 7D | +9.3% | -10.1% | +19.5% | +15.0% |
| 30D | -23.1% | -6.5% | -16.6% | -22.0% |
| 3M | -30.6% | -12.8% | -17.8% | -26.9% |
| 6M | -46.9% | -34.3% | -12.5% | -35.9% |
| YTD | +25.3% | -25.6% | +50.9% | +42.4% |
| 1Y | +59.8% | -14.2% | +74.1% | +72.2% |
| 3Y | +467.2% | +127.3% | +339.9% | +235.8% |
| All | -21.3% | +243.7% | -265.0% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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