+403.8%
HUT vs BHP
+275.6%
+128.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.3% | -0.2% | -0.6% |
| 7D | +2.8% | -3.7% | +6.6% | +6.6% |
| 30D | +2.1% | -0.8% | +2.9% | +2.7% |
| 3M | -14.3% | +7.6% | -21.9% | -20.7% |
| 6M | +84.2% | +20.8% | +63.4% | +58.7% |
| YTD | +97.2% | +50.8% | +46.5% | +41.9% |
| 1Y | +192.7% | +70.9% | +121.8% | +90.7% |
| 3Y | +712.6% | +78.0% | +634.6% | +410.0% |
| 5Y | +85.5% | +113.1% | -27.6% | -0.7% |
| All | +403.8% | +275.6% | +128.2% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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