-13.9%
HUT vs GIS
-33.6%
+19.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.1% | +8.7% | +6.8% |
| 7D | +24.8% | -4.6% | +29.3% | +21.2% |
| 30D | -28.4% | +6.6% | -35.0% | -23.3% |
| 3M | -31.2% | -8.1% | -23.1% | -32.4% |
| 6M | -40.2% | +4.9% | -45.2% | -35.4% |
| YTD | +32.9% | -21.4% | +54.3% | +25.2% |
| 1Y | +39.1% | -21.6% | +60.7% | +31.0% |
| 3Y | +462.8% | -39.3% | +502.1% | +383.3% |
| 5Y | -13.9% | -33.2% | +19.3% | -15.5% |
| All | -13.9% | -33.6% | +19.7% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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