-33.8%
HUT vs FE
+42.2%
-76.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.4% | +16.0% | +14.9% |
| 7D | -11.4% | -1.0% | -10.3% | -11.3% |
| 30D | -41.0% | +4.1% | -45.2% | -41.9% |
| 3M | -41.9% | -1.0% | -40.9% | -41.9% |
| 6M | -51.7% | +4.0% | -55.7% | -52.6% |
| YTD | +14.6% | +6.8% | +7.8% | +11.0% |
| 1Y | +21.4% | +5.3% | +16.1% | +18.5% |
| 3Y | +359.8% | +44.6% | +315.2% | +262.4% |
| All | -33.8% | +42.2% | -76.0% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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