+215.7%
HUT vs BEN
+48.1%
+167.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -1.4% |
| 7D | -10.9% | +12.1% | -23.1% | -19.3% |
| 30D | -32.6% | +13.4% | -46.0% | -39.2% |
| 3M | -33.7% | +9.4% | -43.1% | -38.4% |
| 6M | -42.3% | +19.3% | -61.6% | -49.9% |
| YTD | +23.6% | +57.3% | -33.7% | -12.9% |
| 1Y | +20.4% | +69.1% | -48.8% | -19.3% |
| 3Y | +423.2% | +85.6% | +337.6% | +228.8% |
| 5Y | -19.4% | +32.9% | -52.4% | -34.9% |
| All | +215.7% | +48.1% | +167.5% | +75.4% |
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 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