+239.5%
HUT vs CB
+204.7%
+34.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.3% | +7.2% | +7.5% |
| 7D | +24.8% | -1.0% | +25.8% | +25.1% |
| 30D | -28.4% | +7.3% | -35.7% | -30.4% |
| 3M | -31.2% | +7.0% | -38.2% | -33.3% |
| 6M | -40.2% | +16.3% | -56.6% | -44.8% |
| YTD | +32.9% | +19.7% | +13.2% | +20.5% |
| 1Y | +39.1% | +27.8% | +11.3% | +22.1% |
| 3Y | +462.8% | +72.0% | +390.8% | +305.0% |
| 5Y | -13.9% | +104.9% | -118.7% | -43.8% |
| All | +239.5% | +204.7% | +34.8% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling