-21.3%
HUT vs QSR
+53.9%
-75.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | +9.3% | -2.9% | +12.3% | +11.4% |
| 30D | -23.1% | +4.1% | -27.2% | -27.0% |
| 3M | -30.6% | -0.7% | -29.9% | -32.1% |
| 6M | -46.9% | +0.4% | -47.3% | -49.8% |
| YTD | +25.3% | +13.5% | +11.8% | -1.0% |
| 1Y | +59.8% | +11.0% | +48.8% | +28.5% |
| 3Y | +467.2% | +22.0% | +445.2% | +275.3% |
| All | -21.3% | +53.9% | -75.2% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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