+96.4%
HUT vs AGI
+406.3%
-310.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -4.2% |
| 7D | +18.9% | +2.2% | +16.7% | +17.5% |
| 30D | +12.0% | +11.3% | +0.7% | +6.1% |
| 3M | -14.9% | +5.6% | -20.5% | -18.5% |
| 6M | +96.8% | -27.7% | +124.5% | +128.1% |
| YTD | +108.8% | -4.1% | +112.9% | +112.0% |
| 1Y | +227.4% | +13.8% | +213.6% | +210.3% |
| 3Y | +760.3% | +217.0% | +543.2% | +354.5% |
| All | +96.4% | +406.3% | -310.0% | -17.1% |
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