+85.5%
HUT vs EQT
+192.3%
-106.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.2% | -5.9% |
| 7D | +2.8% | -1.2% | +4.0% | +3.4% |
| 30D | +2.1% | +1.1% | +1.0% | +1.4% |
| 3M | -14.3% | +4.8% | -19.1% | -16.9% |
| 6M | +84.2% | -10.6% | +94.8% | +92.5% |
| YTD | +97.2% | +3.4% | +93.8% | +88.6% |
| 1Y | +192.7% | +8.7% | +184.1% | +175.6% |
| 3Y | +712.6% | +35.0% | +677.6% | +585.3% |
| 5Y | +85.5% | +204.2% | -118.8% | +33.5% |
| All | +85.5% | +192.3% | -106.9% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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