+86.3%
HUT vs IR
+45.6%
+40.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +4.7% |
| 7D | +17.8% | -2.8% | +20.6% | +22.0% |
| 30D | +0.8% | -15.1% | +16.0% | +22.2% |
| 3M | -26.8% | +6.1% | -32.8% | -35.2% |
| 6M | +72.6% | -16.8% | +89.4% | +111.3% |
| YTD | +103.6% | -3.5% | +107.2% | +106.3% |
| 1Y | +265.3% | -3.5% | +268.8% | +263.5% |
| 3Y | +689.4% | +9.5% | +679.9% | +546.1% |
| All | +86.3% | +45.6% | +40.7% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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