+403.8%
HUT vs HRB
+119.3%
+284.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -5.0% | -5.4% |
| 7D | +2.8% | -12.2% | +15.0% | +5.2% |
| 30D | +2.1% | -3.0% | +5.0% | +2.1% |
| 3M | -14.3% | +21.7% | -36.0% | -19.6% |
| 6M | +84.2% | +52.3% | +31.9% | +59.1% |
| YTD | +97.2% | +6.5% | +90.7% | +89.1% |
| 1Y | +192.7% | -6.7% | +199.4% | +190.6% |
| 3Y | +712.6% | +25.1% | +687.4% | +615.2% |
| 5Y | +85.5% | +113.8% | -28.3% | +37.2% |
| All | +403.8% | +119.3% | +284.4% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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