+717.0%
HUT vs BAX
-31.1%
+748.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.0% |
| 7D | +17.8% | -1.1% | +18.9% | +18.1% |
| 30D | +0.8% | -5.5% | +6.3% | +1.9% |
| 3M | -26.8% | +33.5% | -60.3% | -31.7% |
| 6M | +72.6% | +35.9% | +36.7% | +58.9% |
| YTD | +103.6% | +35.4% | +68.3% | +85.8% |
| 1Y | +265.3% | +9.8% | +255.5% | +248.1% |
| All | +717.0% | -31.1% | +748.1% | +786.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling