+104.6%
HUT vs CMI
+164.8%
-60.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.6% | +7.2% |
| 7D | +5.4% | -0.7% | +6.1% | +6.6% |
| 30D | +8.6% | -12.4% | +21.0% | +29.8% |
| 3M | -15.2% | -14.8% | -0.5% | +5.0% |
| 6M | +92.9% | +0.8% | +92.1% | +98.5% |
| YTD | +114.6% | +10.2% | +104.4% | +105.0% |
| 1Y | +208.5% | +37.4% | +171.1% | +124.9% |
| 3Y | +821.5% | +153.3% | +668.2% | +241.1% |
| All | +104.6% | +164.8% | -60.2% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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