+720.6%
HUT vs EMB
+30.3%
+690.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.1% |
| 7D | +17.8% | 0.0% | +17.8% | +18.0% |
| 30D | +0.8% | -0.3% | +1.1% | +2.0% |
| 3M | -26.8% | -0.4% | -26.4% | -25.1% |
| 6M | +72.6% | +0.1% | +72.4% | +77.4% |
| YTD | +103.6% | +1.6% | +102.0% | +99.0% |
| 1Y | +265.3% | +5.6% | +259.7% | +212.8% |
| All | +720.6% | +30.3% | +690.3% | +297.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling