+420.1%
HUT vs RMD
+155.1%
+265.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | +17.8% | -5.0% | +22.8% | +20.5% |
| 30D | +0.8% | +2.2% | -1.4% | -0.6% |
| 3M | -26.8% | +17.8% | -44.6% | -34.0% |
| 6M | +72.6% | -11.3% | +83.9% | +79.3% |
| YTD | +103.6% | -4.4% | +108.0% | +102.5% |
| 1Y | +265.3% | -15.7% | +281.0% | +285.6% |
| 3Y | +689.4% | +47.7% | +641.7% | +488.5% |
| 5Y | +75.3% | -19.2% | +94.6% | +76.1% |
| All | +420.1% | +155.1% | +265.0% | +332.8% |
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