+420.1%
HUT vs EMR
+165.8%
+254.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +4.5% |
| 7D | +17.8% | -1.5% | +19.3% | +19.7% |
| 30D | +0.8% | -5.6% | +6.5% | +6.4% |
| 3M | -26.8% | +7.9% | -34.7% | -32.4% |
| 6M | +72.6% | +6.0% | +66.5% | +67.1% |
| YTD | +103.6% | +16.4% | +87.2% | +83.3% |
| 1Y | +265.3% | +16.6% | +248.6% | +233.2% |
| 3Y | +689.4% | +62.9% | +626.5% | +468.4% |
| 5Y | +75.3% | +60.1% | +15.2% | +28.9% |
| All | +420.1% | +165.8% | +254.3% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling