+433.3%
HUT vs BEN
+37.8%
+395.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.4% |
| 7D | +18.9% | +3.4% | +15.5% | +16.1% |
| 30D | +12.0% | +1.8% | +10.2% | +10.5% |
| 3M | -14.9% | +8.4% | -23.2% | -19.9% |
| 6M | +96.8% | +35.6% | +61.2% | +56.6% |
| YTD | +108.8% | +46.4% | +62.4% | +56.2% |
| 1Y | +227.4% | +46.3% | +181.0% | +146.0% |
| 3Y | +760.3% | +54.6% | +705.7% | +522.7% |
| 5Y | +86.1% | +39.4% | +46.7% | +52.1% |
| All | +433.3% | +37.8% | +395.5% | +214.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling