+48.5%
HUT vs RMD
-4.0%
+52.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.7% |
| 7D | +34.9% | +0.1% | +34.8% | +34.9% |
| 30D | -25.9% | +1.9% | -27.8% | -23.8% |
| 3M | -31.7% | +6.3% | -38.0% | -28.7% |
| 6M | -42.2% | +18.2% | -60.5% | -38.8% |
| YTD | +34.9% | +0.3% | +34.6% | +56.0% |
| 1Y | +48.5% | -4.3% | +52.8% | +70.4% |
| All | +48.5% | -4.0% | +52.5% | +70.4% |
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