+86.3%
HUT vs CDW
-19.1%
+105.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.8% |
| 7D | +17.8% | +3.2% | +14.6% | +15.6% |
| 30D | +0.8% | +9.3% | -8.4% | -5.3% |
| 3M | -26.8% | +9.8% | -36.6% | -33.1% |
| 6M | +72.6% | +23.3% | +49.2% | +32.1% |
| YTD | +103.6% | +13.7% | +90.0% | +64.0% |
| 1Y | +265.3% | -6.5% | +271.7% | +258.4% |
| 3Y | +689.4% | -25.2% | +714.6% | +816.1% |
| All | +86.3% | -19.1% | +105.5% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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