+467.2%
HUT vs CPB
-35.1%
+502.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.1% | -10.3% | -4.5% |
| 7D | +9.3% | -1.6% | +10.9% | +8.3% |
| 30D | -23.1% | +19.2% | -42.3% | -9.2% |
| 3M | -30.6% | -1.0% | -29.6% | -27.6% |
| 6M | -46.9% | +15.2% | -62.1% | -37.0% |
| YTD | +25.3% | -13.1% | +38.4% | +28.1% |
| 1Y | +59.8% | -22.4% | +82.3% | +53.3% |
| 3Y | +467.2% | -35.3% | +502.5% | +485.8% |
| All | +467.2% | -35.1% | +502.3% | +485.8% |
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