-18.9%
HUT vs D
+12.4%
-31.3%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | +34.9% | -3.1% | +37.9% | +34.9% |
| 30D | -25.9% | +8.4% | -34.2% | -26.4% |
| 3M | -31.7% | +0.2% | -31.9% | -31.7% |
| 6M | -42.2% | +9.5% | -51.7% | -43.1% |
| YTD | +34.9% | +18.8% | +16.1% | +30.3% |
| 1Y | +48.5% | +14.7% | +33.8% | +44.4% |
| 3Y | +471.2% | +72.9% | +398.3% | +371.2% |
| 5Y | -18.9% | +13.1% | -32.0% | -16.1% |
| All | -18.9% | +12.4% | -31.3% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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