+317.1%
HUT vs AUR
-34.9%
+352.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.2% |
| 7D | +28.3% | +19.2% | +9.0% | +18.8% |
| 30D | +12.3% | -7.8% | +20.1% | +16.0% |
| 3M | -16.8% | +4.0% | -20.8% | -19.5% |
| 6M | +111.4% | +45.0% | +66.4% | +76.4% |
| YTD | +116.6% | +69.5% | +47.0% | +69.6% |
| 1Y | +290.5% | +13.0% | +277.4% | +265.8% |
| 3Y | +792.3% | +90.4% | +701.9% | +421.8% |
| 5Y | +94.1% | -34.2% | +128.3% | +33.3% |
| All | +317.1% | -34.9% | +352.0% | +191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling