-33.8%
HUT vs RACE
+65.0%
-98.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.5% | +16.1% | +15.9% |
| 7D | -11.4% | +5.1% | -16.4% | -16.4% |
| 30D | -41.0% | +7.7% | -48.7% | -45.7% |
| 3M | -41.9% | +2.2% | -44.1% | -44.1% |
| 6M | -51.7% | +23.8% | -75.4% | -62.0% |
| YTD | +14.6% | +13.9% | +0.7% | -3.2% |
| 1Y | +21.4% | +3.8% | +17.6% | +11.5% |
| 3Y | +359.8% | +28.0% | +331.8% | +149.0% |
| All | -33.8% | +65.0% | -98.8% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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