+85.5%
HUT vs AUR
-36.2%
+121.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.6% | -2.9% | -4.4% |
| 7D | +2.8% | +0.2% | +2.7% | +2.9% |
| 30D | +2.1% | -8.9% | +11.0% | +6.1% |
| 3M | -14.3% | +4.6% | -18.9% | -17.3% |
| 6M | +84.2% | +44.9% | +39.4% | +54.1% |
| YTD | +97.2% | +64.8% | +32.4% | +56.4% |
| 1Y | +192.7% | +16.4% | +176.4% | +171.9% |
| 3Y | +712.6% | +85.1% | +627.5% | +380.6% |
| 5Y | +85.5% | -36.1% | +121.6% | +26.6% |
| All | +85.5% | -36.2% | +121.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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