+86.1%
HUT vs RRX
+16.5%
+69.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -1.4% |
| 7D | +18.9% | -0.7% | +19.6% | +19.8% |
| 30D | +12.0% | -8.0% | +19.9% | +20.6% |
| 3M | -14.9% | -25.1% | +10.2% | +7.7% |
| 6M | +96.8% | -18.3% | +115.1% | +133.9% |
| YTD | +108.8% | +14.2% | +94.6% | +78.5% |
| 1Y | +227.4% | +13.0% | +214.3% | +181.7% |
| 3Y | +760.3% | +4.2% | +756.1% | +690.4% |
| 5Y | +86.1% | +17.9% | +68.2% | +66.4% |
| All | +86.1% | +16.5% | +69.5% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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