+420.1%
HUT vs IT
+51.0%
+369.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.6% | +10.8% | +8.5% |
| 7D | +17.8% | -6.0% | +23.8% | +21.2% |
| 30D | +0.8% | 0.0% | +0.8% | -0.3% |
| 3M | -26.8% | +13.1% | -39.9% | -37.0% |
| 6M | +72.6% | +11.7% | +60.9% | +44.0% |
| YTD | +103.6% | -26.1% | +129.7% | +117.4% |
| 1Y | +265.3% | -21.3% | +286.5% | +263.9% |
| 3Y | +689.4% | -46.7% | +736.2% | +906.9% |
| 5Y | +75.3% | -40.5% | +115.8% | +111.5% |
| All | +420.1% | +51.0% | +369.1% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 all: compounded portfolio wealth divided by compounded IT 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…
all analysis · Full analysis span regression · 6 months rolling