+792.3%
HUT vs HRB
+28.7%
+763.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.5% | +12.8% | +5.4% |
| 7D | +28.3% | -9.1% | +37.3% | +26.7% |
| 30D | +12.3% | +0.3% | +12.0% | +12.5% |
| 3M | -16.8% | +23.4% | -40.2% | -15.1% |
| 6M | +111.4% | +45.1% | +66.2% | +116.1% |
| YTD | +116.6% | +8.9% | +107.7% | +133.6% |
| 1Y | +290.5% | -7.9% | +298.4% | +336.5% |
| 3Y | +792.3% | +27.9% | +764.4% | +743.3% |
| All | +792.3% | +28.7% | +763.6% | +743.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling