+215.7%
HUT vs RMD
+161.5%
+54.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -10.9% | +3.1% | -14.0% | -12.9% |
| 30D | -32.6% | +1.8% | -34.4% | -33.9% |
| 3M | -33.7% | +6.7% | -40.4% | -36.8% |
| 6M | -42.3% | +13.9% | -56.2% | -48.2% |
| YTD | +23.6% | -2.0% | +25.6% | +19.7% |
| 1Y | +20.4% | -5.4% | +25.8% | +18.4% |
| 3Y | +423.2% | +67.4% | +355.9% | +260.3% |
| 5Y | -19.4% | -5.7% | -13.7% | -24.8% |
| All | +215.7% | +161.5% | +54.1% | +155.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling