+238.1%
HUT vs CAI
-14.7%
+252.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.8% | -3.3% | -6.0% |
| 7D | +9.3% | -8.7% | +18.0% | +12.2% |
| 30D | -23.1% | -23.8% | +0.7% | -17.0% |
| 3M | -30.6% | +3.9% | -34.5% | -32.2% |
| 6M | -46.9% | +56.8% | -103.7% | -55.6% |
| YTD | +25.3% | -14.6% | +39.9% | +24.0% |
| 1Y | +59.8% | -5.2% | +65.0% | +54.6% |
| All | +238.1% | -14.7% | +252.7% | +220.0% |
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