+403.8%
HUT vs BTI
+74.9%
+328.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.9% |
| 7D | +2.8% | -2.0% | +4.8% | +3.5% |
| 30D | +2.1% | -3.4% | +5.5% | +3.0% |
| 3M | -14.3% | -9.0% | -5.3% | -12.7% |
| 6M | +84.2% | -5.0% | +89.2% | +84.1% |
| YTD | +97.2% | -0.3% | +97.5% | +93.7% |
| 1Y | +192.7% | +3.1% | +189.6% | +183.7% |
| 3Y | +712.6% | +111.0% | +601.6% | +479.1% |
| 5Y | +85.5% | +117.0% | -31.6% | +32.1% |
| All | +403.8% | +74.9% | +328.9% | +252.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling