+208.5%
HUT vs HRB
-6.2%
+214.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +9.1% |
| 7D | +5.4% | -8.0% | +13.4% | +1.6% |
| 30D | +8.6% | -16.0% | +24.6% | +0.7% |
| 3M | -15.2% | +26.9% | -42.1% | -4.0% |
| 6M | +92.9% | +51.1% | +41.8% | +133.8% |
| YTD | +114.6% | +7.1% | +107.6% | +126.5% |
| 1Y | +208.5% | -9.6% | +218.1% | +188.3% |
| All | +208.5% | -6.2% | +214.7% | +188.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling