+792.3%
HUT vs CHD
+4.0%
+788.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +5.1% |
| 7D | +28.3% | -2.9% | +31.2% | +26.2% |
| 30D | +12.3% | -6.2% | +18.5% | +8.7% |
| 3M | -16.8% | +1.6% | -18.4% | -15.1% |
| 6M | +111.4% | -3.5% | +114.9% | +109.2% |
| YTD | +116.6% | +16.2% | +100.3% | +138.6% |
| 1Y | +290.5% | +3.4% | +287.1% | +305.1% |
| 3Y | +792.3% | +4.6% | +787.7% | +753.5% |
| All | +792.3% | +4.0% | +788.3% | +753.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling