+420.1%
HUT vs BUD
-18.2%
+438.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.9% |
| 3M | -26.8% | +3.1% | -29.9% | -28.3% |
| 6M | +72.6% | +7.9% | +64.7% | +66.5% |
| YTD | +103.6% | +27.3% | +76.3% | +84.2% |
| 1Y | +265.3% | +37.8% | +227.5% | +218.0% |
| 3Y | +689.4% | +49.8% | +639.6% | +546.2% |
| 5Y | +75.3% | +43.8% | +31.5% | +45.2% |
| All | +420.1% | -18.2% | +438.4% | +199.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling