+86.3%
HUT vs RMD
-19.3%
+105.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | +17.8% | -5.0% | +22.8% | +20.9% |
| 30D | +0.8% | +2.2% | -1.4% | -0.8% |
| 3M | -26.8% | +17.8% | -44.6% | -35.5% |
| 6M | +72.6% | -11.3% | +83.9% | +81.8% |
| YTD | +103.6% | -4.4% | +108.0% | +102.9% |
| 1Y | +265.3% | -15.7% | +281.0% | +292.3% |
| 3Y | +689.4% | +47.7% | +641.7% | +407.5% |
| All | +86.3% | -19.3% | +105.7% | +87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling