+94.1%
HUT vs ROK
+46.6%
+47.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.4% | +7.6% |
| 7D | +28.3% | +2.8% | +25.5% | +24.4% |
| 30D | +12.3% | -2.4% | +14.7% | +15.8% |
| 3M | -16.8% | -4.7% | -12.1% | -11.8% |
| 6M | +111.4% | +16.8% | +94.6% | +83.5% |
| YTD | +116.6% | +11.4% | +105.2% | +99.1% |
| 1Y | +290.5% | +26.2% | +264.3% | +217.7% |
| 3Y | +792.3% | +51.9% | +740.4% | +474.6% |
| 5Y | +94.1% | +46.4% | +47.8% | +31.8% |
| All | +94.1% | +46.6% | +47.5% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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