+359.8%
HUT vs BUD
+49.3%
+310.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.5% | +16.0% | +14.5% |
| 7D | -11.4% | +4.5% | -15.8% | -11.3% |
| 30D | -41.0% | +12.5% | -53.6% | -41.6% |
| 3M | -41.9% | 0.0% | -41.9% | -41.6% |
| 6M | -51.7% | +3.8% | -55.5% | -51.8% |
| YTD | +14.6% | +33.1% | -18.4% | +12.1% |
| 1Y | +21.4% | +35.5% | -14.1% | +18.6% |
| 3Y | +359.8% | +49.4% | +310.4% | +387.3% |
| All | +359.8% | +49.3% | +310.5% | +387.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling