+86.3%
HUT vs BIL
+19.4%
+66.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.4% |
| 7D | +17.8% | +0.1% | +17.7% | +18.5% |
| 30D | +0.8% | +0.3% | +0.5% | +3.2% |
| 3M | -26.8% | +0.9% | -27.7% | -22.4% |
| 6M | +72.6% | +1.8% | +70.7% | +84.6% |
| YTD | +103.6% | +2.4% | +101.2% | +116.1% |
| 1Y | +265.3% | +3.7% | +261.5% | +288.0% |
| 3Y | +689.4% | +14.2% | +675.2% | +684.2% |
| All | +86.3% | +19.4% | +66.9% | +7.6% |
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