+86.3%
HUT vs ED
+67.1%
+19.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +5.5% |
| 7D | +17.8% | -0.2% | +18.0% | +17.7% |
| 30D | +0.8% | -0.1% | +1.0% | +0.8% |
| 3M | -26.8% | +3.9% | -30.7% | -24.8% |
| 6M | +72.6% | -3.0% | +75.6% | +73.1% |
| YTD | +103.6% | +10.7% | +92.9% | +115.1% |
| 1Y | +265.3% | +13.3% | +251.9% | +291.0% |
| 3Y | +689.4% | +34.5% | +654.9% | +736.3% |
| All | +86.3% | +67.1% | +19.3% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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