+86.3%
HUT vs SIMO
+269.6%
-183.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.7% | -2.5% | +1.9% |
| 7D | +17.8% | +4.2% | +13.6% | +15.2% |
| 30D | +0.8% | +4.1% | -3.2% | -2.8% |
| 3M | -26.8% | -12.9% | -13.9% | -23.9% |
| 6M | +72.6% | +110.3% | -37.8% | +5.2% |
| YTD | +103.6% | +178.6% | -75.0% | +0.9% |
| 1Y | +265.3% | +220.0% | +45.3% | +69.8% |
| 3Y | +689.4% | +409.0% | +280.4% | +184.0% |
| All | +86.3% | +269.6% | -183.2% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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