+86.1%
HUT vs BTI
+113.9%
-27.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.2% |
| 7D | +18.9% | -2.4% | +21.3% | +19.7% |
| 30D | +12.0% | -4.8% | +16.7% | +13.4% |
| 3M | -14.9% | -8.1% | -6.7% | -14.0% |
| 6M | +96.8% | -4.2% | +101.0% | +94.7% |
| YTD | +108.8% | -1.3% | +110.1% | +104.3% |
| 1Y | +227.4% | +2.1% | +225.3% | +216.4% |
| 3Y | +760.3% | +108.9% | +651.3% | +451.3% |
| 5Y | +86.1% | +114.5% | -28.4% | +52.3% |
| All | +86.1% | +113.9% | -27.9% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling