-33.8%
HUT vs EMR
+80.8%
-114.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.2% | +14.7% | +14.8% |
| 7D | -11.4% | -1.6% | -9.8% | -10.5% |
| 30D | -41.0% | +2.0% | -43.0% | -42.8% |
| 3M | -41.9% | +3.8% | -45.7% | -45.1% |
| 6M | -51.7% | +10.5% | -62.2% | -58.4% |
| YTD | +14.6% | +23.7% | -9.1% | -11.2% |
| 1Y | +21.4% | +25.4% | -4.0% | -6.9% |
| 3Y | +359.8% | +86.6% | +273.3% | +125.0% |
| All | -33.8% | +80.8% | -114.5% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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