-21.3%
HUT vs S
-71.1%
+49.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.9% |
| 7D | +9.3% | +2.0% | +7.4% | +8.1% |
| 30D | -23.1% | -2.7% | -20.4% | -22.1% |
| 3M | -30.6% | -6.9% | -23.7% | -30.3% |
| 6M | -46.9% | +38.1% | -84.9% | -59.1% |
| YTD | +25.3% | +48.0% | -22.7% | -10.9% |
| 1Y | +59.8% | +34.5% | +25.4% | +18.8% |
| 3Y | +467.2% | +38.3% | +428.9% | +297.4% |
| All | -21.3% | -71.1% | +49.8% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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