-25.9%
HUT vs BN
+35.4%
-61.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.8% | +4.5% | +3.3% |
| 7D | +3.7% | +3.6% | 0.0% | -4.4% |
| 30D | -32.3% | +15.9% | -48.2% | -47.1% |
| 3M | -35.6% | -2.3% | -33.3% | -36.7% |
| 6M | -42.1% | -8.4% | -33.7% | -39.1% |
| YTD | +24.1% | -5.9% | +30.0% | +27.6% |
| 1Y | +27.9% | -5.6% | +33.5% | +32.7% |
| 3Y | +409.1% | +104.2% | +304.9% | +92.7% |
| 5Y | -25.9% | +35.5% | -61.4% | -41.7% |
| All | -25.9% | +35.4% | -61.3% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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