+86.1%
HUT vs CTVA
+103.5%
-17.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.2% | -2.8% |
| 7D | +18.9% | -5.8% | +24.7% | +23.1% |
| 30D | +12.0% | +11.1% | +0.9% | +3.9% |
| 3M | -14.9% | +13.2% | -28.1% | -24.6% |
| 6M | +96.8% | +8.7% | +88.1% | +77.7% |
| YTD | +108.8% | +27.3% | +81.5% | +68.5% |
| 1Y | +227.4% | +18.0% | +209.4% | +176.5% |
| 3Y | +760.3% | +76.5% | +683.8% | +432.4% |
| 5Y | +86.1% | +105.1% | -19.0% | +15.5% |
| All | +86.1% | +103.5% | -17.4% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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