+59.8%
HUT vs HRB
+13.5%
+46.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.4% | -5.7% | -7.9% |
| 7D | +9.3% | -5.1% | +14.4% | +6.2% |
| 30D | -23.1% | +8.7% | -31.8% | -18.7% |
| 3M | -30.6% | -5.4% | -25.2% | -30.2% |
| 6M | -46.9% | +41.6% | -88.4% | -35.2% |
| YTD | +25.3% | +18.7% | +6.7% | +48.8% |
| 1Y | +59.8% | +16.4% | +43.4% | +88.1% |
| All | +59.8% | +13.5% | +46.3% | +88.1% |
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