+86.3%
HUT vs BUD
+46.3%
+40.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | +17.8% | +0.3% | +17.5% | +17.7% |
| 30D | +0.8% | -5.7% | +6.5% | +3.4% |
| 3M | -26.8% | +3.1% | -29.9% | -28.8% |
| 6M | +72.6% | +7.9% | +64.7% | +64.3% |
| YTD | +103.6% | +27.3% | +76.3% | +78.7% |
| 1Y | +265.3% | +37.8% | +227.5% | +204.4% |
| 3Y | +689.4% | +49.8% | +639.6% | +487.2% |
| All | +86.3% | +46.3% | +40.0% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling