+108.1%
HUT vs FGI
-70.0%
+178.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.9% | +6.4% | +8.2% |
| 7D | +3.7% | -1.4% | +5.0% | +3.8% |
| 30D | -32.3% | -3.2% | -29.1% | -32.2% |
| 3M | -35.6% | +64.1% | -99.7% | -39.5% |
| 6M | -42.1% | +17.2% | -59.3% | -44.7% |
| YTD | +24.1% | +31.6% | -7.5% | +12.3% |
| 1Y | +27.9% | +45.1% | -17.2% | +14.5% |
| 3Y | +409.1% | -2.0% | +411.1% | +329.4% |
| All | +108.1% | -70.0% | +178.1% | +112.7% |
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 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