+359.8%
HUT vs CPB
-36.0%
+395.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.3% | +15.9% | +13.5% |
| 7D | -11.4% | +8.0% | -19.3% | -4.0% |
| 30D | -41.0% | +22.4% | -63.4% | -29.0% |
| 3M | -41.9% | +2.5% | -44.4% | -37.9% |
| 6M | -51.7% | +12.2% | -63.9% | -43.7% |
| YTD | +14.6% | -12.8% | +27.4% | +17.1% |
| 1Y | +21.4% | -19.2% | +40.6% | +19.2% |
| 3Y | +359.8% | -35.6% | +395.4% | +349.1% |
| All | +359.8% | -36.0% | +395.8% | +349.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling