+420.1%
HUT vs HDB
+5.5%
+414.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | +17.8% | +0.4% | +17.4% | +17.5% |
| 30D | +0.8% | -2.8% | +3.7% | +2.2% |
| 3M | -26.8% | -3.5% | -23.2% | -26.6% |
| 6M | +72.6% | -24.7% | +97.3% | +101.6% |
| YTD | +103.6% | -36.6% | +140.2% | +160.7% |
| 1Y | +265.3% | -34.4% | +299.6% | +358.0% |
| 3Y | +689.4% | -24.4% | +713.8% | +787.6% |
| 5Y | +75.3% | -35.4% | +110.7% | +113.4% |
| All | +420.1% | +5.5% | +414.6% | +414.9% |
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