+327.4%
HUT vs DOC
+43.5%
+283.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +3.1% | -26.3% | -25.0% |
| 7D | -29.5% | +8.7% | -38.3% | -33.5% |
| 30D | -45.2% | +7.6% | -52.8% | -48.2% |
| 3M | -51.6% | -5.3% | -46.4% | -50.4% |
| 6M | -37.3% | +27.6% | -64.9% | -48.5% |
| YTD | +6.5% | +32.4% | -25.9% | -14.2% |
| 1Y | +1.7% | +22.9% | -21.1% | -14.9% |
| All | +327.4% | +43.5% | +283.9% | +241.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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