+433.3%
HUT vs EQT
+112.9%
+320.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.4% |
| 7D | +18.9% | -2.0% | +20.9% | +19.4% |
| 30D | +12.0% | +1.0% | +11.0% | +11.7% |
| 3M | -14.9% | +4.0% | -18.9% | -15.8% |
| 6M | +96.8% | -11.7% | +108.5% | +101.2% |
| YTD | +108.8% | +2.8% | +106.0% | +105.7% |
| 1Y | +227.4% | +10.0% | +217.4% | +219.7% |
| 3Y | +760.3% | +34.1% | +726.1% | +714.1% |
| 5Y | +86.1% | +195.3% | -109.2% | +67.8% |
| All | +433.3% | +112.9% | +320.5% | +342.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling