+220.1%
HUT vs BTI
+100.4%
+119.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.4% | -8.5% | -7.5% |
| 7D | +9.3% | +1.6% | +7.7% | +8.8% |
| 30D | -23.1% | +9.2% | -32.3% | -25.7% |
| 3M | -30.6% | +9.6% | -40.2% | -33.3% |
| 6M | -46.9% | -2.4% | -44.4% | -47.5% |
| YTD | +25.3% | +14.2% | +11.1% | +16.7% |
| 1Y | +59.8% | +20.3% | +39.5% | +46.2% |
| 3Y | +467.2% | +147.4% | +319.8% | +280.1% |
| 5Y | -24.6% | +155.4% | -180.1% | -49.4% |
| All | +220.1% | +100.4% | +119.7% | +112.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling