+192.7%
HUT vs HDB
+14.4%
+178.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.8% | +12.8% | +13.6% |
| 7D | -11.4% | +13.3% | -24.7% | -18.4% |
| 30D | -41.0% | +13.6% | -54.6% | -45.9% |
| 3M | -41.9% | +5.8% | -47.7% | -44.6% |
| 6M | -51.7% | -1.9% | -49.8% | -52.6% |
| YTD | +14.6% | -31.2% | +45.8% | +38.5% |
| 1Y | +21.4% | -29.6% | +51.0% | +44.5% |
| 3Y | +359.8% | -10.1% | +369.9% | +360.9% |
| 5Y | -27.5% | -24.3% | -3.1% | -19.3% |
| All | +192.7% | +14.4% | +178.3% | +173.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling