+453.2%
HUT vs HDB
+2.3%
+450.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +8.1% |
| 7D | +28.3% | -2.0% | +30.3% | +29.6% |
| 30D | +12.3% | -4.9% | +17.2% | +15.1% |
| 3M | -16.8% | -2.3% | -14.5% | -17.5% |
| 6M | +111.4% | -23.7% | +135.1% | +144.2% |
| YTD | +116.6% | -38.5% | +155.0% | +181.8% |
| 1Y | +290.5% | -36.5% | +326.9% | +398.1% |
| 3Y | +792.3% | -28.5% | +820.7% | +935.4% |
| 5Y | +94.1% | -37.4% | +131.5% | +140.3% |
| All | +453.2% | +2.3% | +450.9% | +456.6% |
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