+92.2%
HUT vs FGI
-70.6%
+162.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.8% | +15.4% | +14.6% |
| 7D | -11.4% | -7.0% | -4.4% | -11.0% |
| 30D | -41.0% | -4.2% | -36.8% | -40.9% |
| 3M | -41.9% | +55.6% | -97.5% | -45.2% |
| 6M | -51.7% | -3.2% | -48.5% | -53.1% |
| YTD | +14.6% | +29.1% | -14.5% | +3.7% |
| 1Y | +21.4% | +51.0% | -29.6% | +8.3% |
| 3Y | +359.8% | +1.5% | +358.3% | +282.1% |
| All | +92.2% | -70.6% | +162.7% | +96.6% |
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