+86.1%
HUT vs CAH
+400.5%
-314.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.6% |
| 7D | +18.9% | -2.2% | +21.1% | +19.2% |
| 30D | +12.0% | +1.2% | +10.8% | +11.7% |
| 3M | -14.9% | +13.1% | -27.9% | -16.6% |
| 6M | +96.8% | +8.5% | +88.3% | +94.6% |
| YTD | +108.8% | +17.6% | +91.2% | +101.6% |
| 1Y | +227.4% | +60.7% | +166.7% | +184.5% |
| 3Y | +760.3% | +183.2% | +577.1% | +421.2% |
| 5Y | +86.1% | +402.2% | -316.1% | -32.9% |
| All | +86.1% | +400.5% | -314.4% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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