+1.7%
HUT vs RMD
-1.9%
+3.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +5.9% | -29.1% | -21.0% |
| 7D | -29.5% | -3.9% | -25.7% | -28.8% |
| 30D | -45.2% | +7.9% | -53.1% | -42.5% |
| 3M | -51.6% | +8.1% | -59.7% | -49.1% |
| 6M | -37.3% | +15.5% | -52.8% | -31.9% |
| YTD | +6.5% | +0.7% | +5.9% | +24.1% |
| 1Y | +1.7% | -1.4% | +3.1% | +16.9% |
| All | +1.7% | -1.9% | +3.6% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling