+86.1%
HUT vs FIVN
-82.0%
+168.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -2.4% |
| 7D | +18.9% | -9.6% | +28.5% | +23.8% |
| 30D | +12.0% | -11.9% | +23.9% | +16.5% |
| 3M | -14.9% | +40.1% | -54.9% | -32.1% |
| 6M | +96.8% | +68.3% | +28.5% | +32.0% |
| YTD | +108.8% | +51.5% | +57.3% | +43.8% |
| 1Y | +227.4% | +15.1% | +212.2% | +166.6% |
| 3Y | +760.3% | -55.6% | +815.8% | +1,048.8% |
| 5Y | +86.1% | -82.4% | +168.5% | +335.1% |
| All | +86.1% | -82.0% | +168.1% | +335.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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