+244.6%
HUT vs HDB
+17.0%
+227.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.2% |
| 7D | +34.9% | +4.1% | +30.8% | +32.1% |
| 30D | -25.9% | +13.0% | -38.8% | -31.8% |
| 3M | -31.7% | +11.3% | -43.0% | -36.6% |
| 6M | -42.2% | +6.9% | -49.2% | -46.1% |
| YTD | +34.9% | -29.6% | +64.5% | +61.1% |
| 1Y | +48.5% | -29.5% | +78.0% | +77.0% |
| 3Y | +471.2% | -8.1% | +479.3% | +466.5% |
| 5Y | -18.9% | -23.4% | +4.5% | -10.5% |
| All | +244.6% | +17.0% | +227.6% | +218.1% |
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