+220.1%
HUT vs BUD
-13.7%
+233.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.3% | -7.5% |
| 7D | +9.3% | +1.0% | +8.3% | +8.9% |
| 30D | -23.1% | +6.7% | -29.8% | -25.8% |
| 3M | -30.6% | +5.7% | -36.3% | -33.1% |
| 6M | -46.9% | +5.8% | -52.7% | -49.2% |
| YTD | +25.3% | +34.4% | -9.1% | +9.5% |
| 1Y | +59.8% | +33.3% | +26.6% | +39.7% |
| 3Y | +467.2% | +48.8% | +418.4% | +361.4% |
| 5Y | -24.6% | +52.5% | -77.2% | -39.6% |
| All | +220.1% | -13.7% | +233.8% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling