+239.5%
HUT vs RBA
+231.2%
+8.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.5% | +8.1% | +7.8% |
| 7D | +24.8% | +0.6% | +24.2% | +24.3% |
| 30D | -28.4% | +9.0% | -37.3% | -32.7% |
| 3M | -31.2% | +7.2% | -38.4% | -35.3% |
| 6M | -40.2% | -7.8% | -32.5% | -39.6% |
| YTD | +32.9% | -6.4% | +39.3% | +32.7% |
| 1Y | +39.1% | -4.2% | +43.2% | +37.3% |
| 3Y | +462.8% | +64.1% | +398.7% | +308.9% |
| 5Y | -13.9% | +48.4% | -62.3% | -35.5% |
| All | +239.5% | +231.2% | +8.3% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling