+420.1%
HUT vs BEN
+40.3%
+379.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.5% | +2.7% | +3.4% |
| 7D | +17.8% | +0.2% | +17.6% | +17.7% |
| 30D | +0.8% | -0.5% | +1.4% | +1.4% |
| 3M | -26.8% | +9.7% | -36.5% | -31.7% |
| 6M | +72.6% | +33.9% | +38.7% | +38.6% |
| YTD | +103.6% | +49.0% | +54.6% | +50.2% |
| 1Y | +265.3% | +42.1% | +223.2% | +180.0% |
| 3Y | +689.4% | +51.9% | +637.5% | +477.8% |
| 5Y | +75.3% | +39.0% | +36.3% | +42.6% |
| All | +420.1% | +40.3% | +379.8% | +202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling