+217.0%
HUT vs HDB
+17.5%
+199.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +6.8% |
| 7D | +3.7% | +13.7% | -10.0% | -4.5% |
| 30D | -32.3% | +15.8% | -48.2% | -38.6% |
| 3M | -35.6% | +9.2% | -44.9% | -39.6% |
| 6M | -42.1% | +3.2% | -45.2% | -44.8% |
| YTD | +24.1% | -29.4% | +53.5% | +47.9% |
| 1Y | +27.9% | -27.9% | +55.8% | +50.4% |
| 3Y | +409.1% | -5.9% | +415.0% | +397.4% |
| 5Y | -25.9% | -23.5% | -2.5% | -18.3% |
| All | +217.0% | +17.5% | +199.6% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling