+420.1%
HUT vs DOC
+40.4%
+379.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +7.3% |
| 7D | +17.8% | -1.5% | +19.3% | +18.7% |
| 30D | +0.8% | -4.8% | +5.6% | +3.7% |
| 3M | -26.8% | +6.9% | -33.7% | -30.7% |
| 6M | +72.6% | +20.7% | +51.8% | +53.4% |
| YTD | +103.6% | +34.1% | +69.5% | +70.3% |
| 1Y | +265.3% | +22.6% | +242.6% | +218.6% |
| 3Y | +689.4% | +20.8% | +668.6% | +586.7% |
| 5Y | +75.3% | -24.9% | +100.2% | +95.3% |
| All | +420.1% | +40.4% | +379.7% | +389.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling