+265.3%
HUT vs BTI
+5.0%
+260.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +6.1% |
| 7D | +17.8% | -1.4% | +19.2% | +17.7% |
| 30D | +0.8% | -6.6% | +7.5% | +0.8% |
| 3M | -26.8% | -3.0% | -23.8% | -29.3% |
| 6M | +72.6% | -6.7% | +79.2% | +68.0% |
| YTD | +103.6% | +0.6% | +103.1% | +98.5% |
| 1Y | +265.3% | +5.6% | +259.7% | +298.0% |
| All | +265.3% | +5.0% | +260.3% | +298.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling