-21.3%
HUT vs BR
+18.8%
-40.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.5% | -7.6% | -7.4% |
| 7D | +9.3% | +1.1% | +8.3% | +8.7% |
| 30D | -23.1% | +14.4% | -37.5% | -30.7% |
| 3M | -30.6% | +12.4% | -43.0% | -37.7% |
| 6M | -46.9% | +35.4% | -82.3% | -61.1% |
| YTD | +25.3% | -12.2% | +37.5% | +37.2% |
| 1Y | +59.8% | -12.7% | +72.6% | +76.2% |
| 3Y | +467.2% | +14.3% | +452.9% | +291.3% |
| All | -21.3% | +18.8% | -40.1% | -52.5% |
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