+86.1%
HUT vs SEI
+1,021.5%
-935.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.8% | -9.4% | -6.0% |
| 7D | +18.9% | +28.2% | -9.3% | +6.7% |
| 30D | +12.0% | +15.5% | -3.5% | +4.7% |
| 3M | -14.9% | -1.4% | -13.5% | -15.6% |
| 6M | +96.8% | +37.4% | +59.4% | +71.0% |
| YTD | +108.8% | +47.8% | +61.0% | +77.6% |
| 1Y | +227.4% | +174.3% | +53.1% | +128.3% |
| 3Y | +760.3% | +598.5% | +161.8% | +327.7% |
| 5Y | +86.1% | +1,026.2% | -940.1% | -25.5% |
| All | +86.1% | +1,021.5% | -935.5% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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