+85.5%
HUT vs QSR
+40.6%
+44.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.9% | -5.0% |
| 7D | +2.8% | -4.7% | +7.5% | +6.5% |
| 30D | +2.1% | +4.3% | -2.3% | -1.4% |
| 3M | -14.3% | +5.4% | -19.7% | -19.7% |
| 6M | +84.2% | +8.2% | +76.1% | +62.4% |
| YTD | +97.2% | +14.1% | +83.1% | +61.1% |
| 1Y | +192.7% | +28.1% | +164.6% | +106.4% |
| 3Y | +712.6% | +25.3% | +687.3% | +451.0% |
| 5Y | +85.5% | +40.4% | +45.1% | -4.3% |
| All | +85.5% | +40.6% | +44.9% | -4.3% |
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