+359.8%
HUT vs RBA
+42.3%
+317.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.3% | +15.9% | +15.4% |
| 7D | -11.4% | +4.3% | -15.6% | -14.4% |
| 30D | -41.0% | +16.3% | -57.4% | -47.5% |
| 3M | -41.9% | +1.3% | -43.2% | -43.5% |
| 6M | -51.7% | -11.1% | -40.6% | -49.7% |
| YTD | +14.6% | -8.5% | +23.1% | +15.0% |
| 1Y | +21.4% | -2.1% | +23.5% | +15.4% |
| 3Y | +359.8% | +44.6% | +315.3% | +242.9% |
| All | +359.8% | +42.3% | +317.5% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling