+94.1%
HUT vs KEY
+39.4%
+54.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.1% | +7.7% |
| 7D | +28.3% | +2.7% | +25.5% | +25.7% |
| 30D | +12.3% | -3.2% | +15.5% | +15.0% |
| 3M | -16.8% | +1.0% | -17.8% | -17.8% |
| 6M | +111.4% | +11.9% | +99.5% | +95.0% |
| YTD | +116.6% | +8.7% | +107.9% | +103.8% |
| 1Y | +290.5% | +18.5% | +272.0% | +247.4% |
| 3Y | +792.3% | +124.0% | +668.3% | +456.6% |
| 5Y | +94.1% | +40.8% | +53.3% | +73.2% |
| All | +94.1% | +39.4% | +54.7% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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