+94.1%
HUT vs BEN
+42.4%
+51.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.6% |
| 7D | +28.3% | +4.7% | +23.6% | +21.8% |
| 30D | +12.3% | +2.6% | +9.7% | +9.1% |
| 3M | -16.8% | +11.5% | -28.3% | -26.9% |
| 6M | +111.4% | +35.3% | +76.0% | +48.6% |
| YTD | +116.6% | +48.6% | +67.9% | +35.4% |
| 1Y | +290.5% | +46.7% | +243.8% | +148.0% |
| 3Y | +792.3% | +57.0% | +735.3% | +409.8% |
| 5Y | +94.1% | +41.8% | +52.3% | +40.9% |
| All | +94.1% | +42.4% | +51.8% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling