+86.3%
HUT vs CPB
-39.5%
+125.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.6% | +4.3% |
| 7D | +17.8% | -8.6% | +26.4% | +12.5% |
| 30D | +0.8% | -7.2% | +8.1% | -2.5% |
| 3M | -26.8% | +0.9% | -27.7% | -24.7% |
| 6M | +72.6% | -11.8% | +84.4% | +68.5% |
| YTD | +103.6% | -19.4% | +123.0% | +93.5% |
| 1Y | +265.3% | -30.4% | +295.6% | +231.3% |
| 3Y | +689.4% | -40.2% | +729.6% | +578.0% |
| All | +86.3% | -39.5% | +125.8% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling