+86.3%
HUT vs DOCS
-73.4%
+159.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.8% | +9.0% | +7.2% |
| 7D | +17.8% | -1.4% | +19.2% | +18.4% |
| 30D | +0.8% | +21.8% | -21.0% | -9.0% |
| 3M | -26.8% | +27.3% | -54.1% | -35.7% |
| 6M | +72.6% | -0.3% | +72.9% | +62.1% |
| YTD | +103.6% | -40.5% | +144.1% | +131.3% |
| 1Y | +265.3% | -61.5% | +326.8% | +398.6% |
| 3Y | +689.4% | +8.2% | +681.2% | +468.8% |
| All | +86.3% | -73.4% | +159.8% | +147.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling