+453.2%
HUT vs BUD
-18.9%
+472.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.1% | +6.6% |
| 7D | +28.3% | +0.8% | +27.5% | +27.9% |
| 30D | +12.3% | -4.8% | +17.1% | +14.1% |
| 3M | -16.8% | +1.4% | -18.2% | -18.0% |
| 6M | +111.4% | +9.9% | +101.5% | +102.4% |
| YTD | +116.6% | +26.3% | +90.2% | +96.5% |
| 1Y | +290.5% | +36.1% | +254.3% | +241.6% |
| 3Y | +792.3% | +48.6% | +743.7% | +632.6% |
| 5Y | +94.1% | +45.0% | +49.1% | +60.4% |
| All | +453.2% | -18.9% | +472.1% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling