+359.8%
HUT vs RMD
+57.4%
+302.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.7% | +16.3% | +14.8% |
| 7D | -11.4% | +2.3% | -13.7% | -12.0% |
| 30D | -41.0% | +4.1% | -45.2% | -41.5% |
| 3M | -41.9% | +5.7% | -47.6% | -42.8% |
| 6M | -51.7% | +12.9% | -64.6% | -53.7% |
| YTD | +14.6% | -1.5% | +16.1% | +15.3% |
| 1Y | +21.4% | -4.8% | +26.1% | +23.4% |
| 3Y | +359.8% | +57.5% | +302.3% | +265.3% |
| All | +359.8% | +57.4% | +302.4% | +265.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling