+215.7%
HUT vs ESI
+221.5%
-5.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -10.9% | -6.6% | -4.3% | -4.4% |
| 30D | -32.6% | -9.8% | -22.8% | -24.6% |
| 3M | -33.7% | -11.9% | -21.8% | -24.3% |
| 6M | -42.3% | -25.1% | -17.3% | -25.4% |
| YTD | +23.6% | +31.9% | -8.3% | +0.8% |
| 1Y | +20.4% | +19.2% | +1.2% | +7.7% |
| 3Y | +423.2% | +76.2% | +347.1% | +261.7% |
| 5Y | -19.4% | +39.4% | -58.8% | -32.1% |
| All | +215.7% | +221.5% | -5.8% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling