+86.3%
HUT vs CB
+99.7%
-13.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +6.2% |
| 7D | +17.8% | +0.5% | +17.3% | +17.8% |
| 30D | +0.8% | -3.1% | +4.0% | +0.9% |
| 3M | -26.8% | +9.0% | -35.7% | -28.0% |
| 6M | +72.6% | +2.9% | +69.7% | +71.2% |
| YTD | +103.6% | +10.1% | +93.5% | +98.7% |
| 1Y | +265.3% | +22.8% | +242.5% | +244.6% |
| 3Y | +689.4% | +73.8% | +615.6% | +488.2% |
| All | +86.3% | +99.7% | -13.4% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling