+86.1%
HUT vs NVT
+420.2%
-334.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -1.0% |
| 7D | +18.9% | +7.0% | +11.9% | +11.1% |
| 30D | +12.0% | -2.3% | +14.3% | +15.0% |
| 3M | -14.9% | -3.1% | -11.8% | -12.4% |
| 6M | +96.8% | +47.0% | +49.8% | +32.4% |
| YTD | +108.8% | +56.2% | +52.6% | +33.7% |
| 1Y | +227.4% | +74.5% | +152.8% | +91.3% |
| 3Y | +760.3% | +184.0% | +576.3% | +183.0% |
| 5Y | +86.1% | +410.8% | -324.7% | -71.4% |
| All | +86.1% | +420.2% | -334.1% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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