+217.0%
HUT vs CPB
-27.0%
+244.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +7.8% |
| 7D | +3.7% | +3.3% | +0.4% | +6.0% |
| 30D | -32.3% | +19.0% | -51.3% | -26.5% |
| 3M | -35.6% | +0.4% | -36.1% | -33.7% |
| 6M | -42.1% | +13.0% | -55.1% | -37.2% |
| YTD | +24.1% | -12.7% | +36.8% | +26.8% |
| 1Y | +27.9% | -20.9% | +48.8% | +27.7% |
| 3Y | +409.1% | -35.4% | +444.5% | +391.1% |
| 5Y | -25.9% | -32.3% | +6.3% | -26.3% |
| All | +217.0% | -27.0% | +244.1% | +215.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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