-21.3%
HUT vs BIL
+20.3%
-41.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.0% |
| 7D | +9.3% | +0.1% | +9.3% | +9.6% |
| 30D | -23.1% | +0.3% | -23.5% | -22.0% |
| 3M | -30.6% | +1.0% | -31.6% | -27.2% |
| 6M | -46.9% | +1.9% | -48.7% | -41.8% |
| YTD | +25.3% | +3.2% | +22.1% | +34.5% |
| 1Y | +59.8% | +3.7% | +56.1% | +70.0% |
| 3Y | +467.2% | +13.8% | +453.4% | +396.1% |
| All | -21.3% | +20.3% | -41.6% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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