+239.5%
HUT vs BUD
-14.5%
+254.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.3% | +9.8% | +8.3% |
| 7D | +24.8% | +0.5% | +24.3% | +24.4% |
| 30D | -28.4% | +7.4% | -35.8% | -31.1% |
| 3M | -31.2% | +4.3% | -35.5% | -33.4% |
| 6M | -40.2% | +5.3% | -45.5% | -42.8% |
| YTD | +32.9% | +33.2% | -0.3% | +16.5% |
| 1Y | +39.1% | +31.8% | +7.3% | +22.0% |
| 3Y | +462.8% | +47.8% | +415.0% | +358.9% |
| 5Y | -13.9% | +50.2% | -64.0% | -30.6% |
| All | +239.5% | -14.5% | +254.0% | +89.7% |
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 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