+197.0%
HUT vs DOCS
-20.2%
+217.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.2% | +7.9% |
| 7D | +3.7% | 0.0% | +3.7% | +2.9% |
| 30D | -32.3% | +7.8% | -40.1% | -34.4% |
| 3M | -35.6% | +20.0% | -55.6% | -40.8% |
| 6M | -42.1% | +26.5% | -68.6% | -50.2% |
| YTD | +24.1% | -25.8% | +49.9% | +27.9% |
| 1Y | +27.9% | -39.5% | +67.3% | +42.5% |
| 3Y | +409.1% | +60.3% | +348.8% | +221.5% |
| 5Y | -25.9% | -57.0% | +31.1% | -24.0% |
| All | +197.0% | -20.2% | +217.1% | +216.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling