+86.1%
HUT vs HRB
+104.8%
-18.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -3.5% |
| 7D | +18.9% | -10.6% | +29.5% | +19.7% |
| 30D | +12.0% | -0.8% | +12.8% | +11.7% |
| 3M | -14.9% | +19.1% | -33.9% | -17.6% |
| 6M | +96.8% | +48.7% | +48.1% | +79.7% |
| YTD | +108.8% | +7.1% | +101.7% | +109.5% |
| 1Y | +227.4% | -8.3% | +235.7% | +243.2% |
| 3Y | +760.3% | +25.8% | +734.4% | +671.5% |
| 5Y | +86.1% | +111.1% | -25.0% | +59.6% |
| All | +86.1% | +104.8% | -18.8% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling