-36.7%
HUT vs CSGP
-62.1%
+25.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.5% | -5.4% |
| 7D | -30.8% | +13.9% | -44.7% | -35.8% |
| 30D | -50.2% | +16.0% | -66.2% | -55.9% |
| 3M | -50.5% | +6.1% | -56.6% | -55.2% |
| 6M | -42.9% | -8.2% | -34.8% | -45.8% |
| YTD | 0.0% | -52.3% | +52.4% | +49.2% |
| 1Y | -2.2% | -54.5% | +52.3% | +52.7% |
| 3Y | +289.4% | -58.6% | +348.0% | +485.8% |
| 5Y | -36.7% | -61.5% | +24.8% | +1.0% |
| All | -36.7% | -62.1% | +25.4% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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