+85.5%
HUT vs BLK
+29.1%
+56.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.3% |
| 7D | +2.8% | -5.2% | +8.0% | +10.8% |
| 30D | +2.1% | -7.0% | +9.1% | +11.8% |
| 3M | -14.3% | +5.7% | -19.9% | -24.0% |
| 6M | +84.2% | +11.0% | +73.2% | +53.9% |
| YTD | +97.2% | +0.9% | +96.3% | +87.6% |
| 1Y | +192.7% | -1.6% | +194.3% | +192.1% |
| 3Y | +712.6% | +64.5% | +648.1% | +266.7% |
| 5Y | +85.5% | +30.9% | +54.6% | +43.1% |
| All | +85.5% | +29.1% | +56.4% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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