-25.9%
HUT vs ENB
+51.1%
-77.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.2% | +7.3% |
| 7D | +3.7% | -3.7% | +7.3% | +7.1% |
| 30D | -32.3% | +1.7% | -34.1% | -34.0% |
| 3M | -35.6% | -6.3% | -29.3% | -32.2% |
| 6M | -42.1% | -9.2% | -32.9% | -37.9% |
| YTD | +24.1% | +3.1% | +21.0% | +13.3% |
| 1Y | +27.9% | +3.4% | +24.5% | +16.4% |
| 3Y | +409.1% | +68.9% | +340.2% | +126.6% |
| 5Y | -25.9% | +51.7% | -77.7% | -61.2% |
| All | -25.9% | +51.1% | -77.0% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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