+265.3%
HUT vs BEN
+42.6%
+222.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.5% | +2.7% | +2.4% |
| 7D | +17.8% | +0.2% | +17.6% | +17.6% |
| 30D | +0.8% | -0.5% | +1.4% | +1.5% |
| 3M | -26.8% | +9.7% | -36.5% | -33.7% |
| 6M | +72.6% | +33.9% | +38.7% | +23.6% |
| YTD | +103.6% | +49.0% | +54.6% | +30.9% |
| 1Y | +265.3% | +42.1% | +223.2% | +121.4% |
| All | +265.3% | +42.6% | +222.7% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling