+423.2%
HUT vs CHD
+29.0%
+394.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.1% |
| 7D | -10.9% | +2.4% | -13.3% | -8.7% |
| 30D | -32.6% | +13.9% | -46.5% | -24.9% |
| 3M | -33.7% | +8.5% | -42.2% | -28.1% |
| 6M | -42.3% | +20.4% | -62.7% | -32.6% |
| YTD | +23.6% | +34.5% | -11.0% | +56.1% |
| 1Y | +20.4% | +33.8% | -13.4% | +51.5% |
| 3Y | +423.2% | +29.1% | +394.1% | +820.5% |
| All | +423.2% | +29.0% | +394.2% | +820.5% |
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