+86.1%
HUT vs BR
+7.6%
+78.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +18.9% | -5.0% | +23.9% | +22.9% |
| 30D | +12.0% | -2.5% | +14.4% | +12.9% |
| 3M | -14.9% | +13.5% | -28.3% | -26.7% |
| 6M | +96.8% | -9.4% | +106.2% | +106.9% |
| YTD | +108.8% | -23.3% | +132.1% | +154.5% |
| 1Y | +227.4% | -31.6% | +259.0% | +355.0% |
| 3Y | +760.3% | -5.1% | +765.3% | +629.7% |
| 5Y | +86.1% | +8.2% | +77.9% | +28.1% |
| All | +86.1% | +7.6% | +78.5% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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