+484.2%
HUT vs CAI
-8.1%
+492.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.7% |
| 7D | +28.3% | +0.2% | +28.1% | +28.2% |
| 30D | +12.3% | +9.1% | +3.2% | +9.2% |
| 3M | -16.8% | +53.8% | -70.6% | -28.6% |
| 6M | +111.4% | +33.5% | +77.9% | +87.8% |
| YTD | +116.6% | -8.0% | +124.6% | +111.8% |
| 1Y | +290.5% | -28.7% | +319.2% | +293.8% |
| All | +484.2% | -8.1% | +492.3% | +446.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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