-33.8%
HUT vs RGEN
-35.1%
+1.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +3.0% | +11.6% | +12.9% |
| 7D | -11.4% | -1.9% | -9.4% | -9.9% |
| 30D | -41.0% | +3.7% | -44.8% | -41.7% |
| 3M | -41.9% | +8.8% | -50.7% | -44.9% |
| 6M | -51.7% | +38.0% | -89.6% | -61.5% |
| YTD | +14.6% | +5.9% | +8.7% | +7.7% |
| 1Y | +21.4% | +19.7% | +1.7% | +6.4% |
| 3Y | +359.8% | +20.5% | +339.3% | +260.6% |
| All | -33.8% | -35.1% | +1.4% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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