+433.3%
HUT vs EMB
+27.0%
+406.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.0% |
| 7D | +18.9% | 0.0% | +18.9% | +18.9% |
| 30D | +12.0% | -0.3% | +12.2% | +12.7% |
| 3M | -14.9% | -0.3% | -14.6% | -13.9% |
| 6M | +96.8% | +0.7% | +96.1% | +98.6% |
| YTD | +108.8% | +1.3% | +107.5% | +108.7% |
| 1Y | +227.4% | +4.7% | +222.7% | +202.3% |
| 3Y | +760.3% | +30.1% | +730.2% | +388.6% |
| 5Y | +86.1% | +6.9% | +79.2% | +72.5% |
| All | +433.3% | +27.0% | +406.4% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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