+720.6%
HUT vs FGI
-4.4%
+725.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.5% | -1.4% | +6.0% |
| 7D | +17.8% | +0.5% | +17.2% | +17.8% |
| 30D | +0.8% | +65.4% | -64.6% | -1.6% |
| 3M | -26.8% | +23.5% | -50.3% | -27.8% |
| 6M | +72.6% | +60.5% | +12.0% | +62.8% |
| YTD | +103.6% | +30.0% | +73.6% | +94.4% |
| 1Y | +265.3% | +82.1% | +183.2% | +237.8% |
| All | +720.6% | -4.4% | +725.0% | +694.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling