+85.5%
HUT vs RSG
+89.5%
-4.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.5% |
| 7D | +2.8% | -1.8% | +4.6% | +3.0% |
| 30D | +2.1% | +2.8% | -0.7% | +1.7% |
| 3M | -14.3% | +4.3% | -18.6% | -15.5% |
| 6M | +84.2% | -0.5% | +84.7% | +84.1% |
| YTD | +97.2% | +5.2% | +92.0% | +91.1% |
| 1Y | +192.7% | -2.1% | +194.9% | +192.5% |
| 3Y | +712.6% | +56.5% | +656.0% | +453.5% |
| 5Y | +85.5% | +89.5% | -4.0% | +18.8% |
| All | +85.5% | +89.5% | -4.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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