+290.5%
HUT vs RMD
-19.2%
+309.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.2% | +9.6% | +5.7% |
| 7D | +28.3% | -4.5% | +32.7% | +27.2% |
| 30D | +12.3% | +4.6% | +7.7% | +13.1% |
| 3M | -16.8% | +14.8% | -31.6% | -17.6% |
| 6M | +111.4% | -12.1% | +123.4% | +128.5% |
| YTD | +116.6% | -7.5% | +124.0% | +135.9% |
| 1Y | +290.5% | -20.1% | +310.5% | +347.1% |
| All | +290.5% | -19.2% | +309.7% | +347.1% |
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