+110.1%
HUT vs FGI
-74.8%
+184.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -25.2% | +18.1% | -5.9% |
| 7D | +9.3% | -14.4% | +23.7% | +10.1% |
| 30D | -23.1% | -11.8% | -11.3% | -22.7% |
| 3M | -30.6% | -46.2% | +15.6% | -29.0% |
| 6M | -46.9% | +5.2% | -52.0% | -49.1% |
| YTD | +25.3% | +10.5% | +14.8% | +14.2% |
| 1Y | +59.8% | +25.5% | +34.3% | +43.8% |
| 3Y | +467.2% | -16.0% | +483.2% | +379.1% |
| All | +110.1% | -74.8% | +184.9% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling