+86.3%
HUT vs EMB
+7.4%
+79.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.1% |
| 7D | +17.8% | 0.0% | +17.8% | +17.9% |
| 30D | +0.8% | -0.3% | +1.1% | +1.8% |
| 3M | -26.8% | -0.4% | -26.4% | -25.4% |
| 6M | +72.6% | +0.1% | +72.4% | +77.8% |
| YTD | +103.6% | +1.6% | +102.0% | +100.8% |
| 1Y | +265.3% | +5.6% | +259.7% | +220.9% |
| 3Y | +689.4% | +29.8% | +659.6% | +296.4% |
| All | +86.3% | +7.4% | +79.0% | +79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling