+220.1%
HUT vs CHD
+151.9%
+68.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.4% | -8.5% | -7.0% |
| 7D | +9.3% | +3.6% | +5.7% | +9.7% |
| 30D | -23.1% | +10.4% | -33.5% | -22.4% |
| 3M | -30.6% | +12.2% | -42.8% | -29.8% |
| 6M | -46.9% | +19.9% | -66.8% | -46.2% |
| YTD | +25.3% | +36.4% | -11.1% | +26.7% |
| 1Y | +59.8% | +35.1% | +24.7% | +61.7% |
| 3Y | +467.2% | +29.2% | +438.0% | +459.3% |
| 5Y | -24.6% | +33.4% | -58.0% | -27.4% |
| All | +220.1% | +151.9% | +68.2% | +207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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