-21.3%
HUT vs SIMO
+170.3%
-191.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.6% | -1.5% | -4.1% |
| 7D | +9.3% | +4.1% | +5.2% | +7.2% |
| 30D | -23.1% | -24.0% | +0.9% | -10.2% |
| 3M | -30.6% | -31.8% | +1.2% | -15.1% |
| 6M | -46.9% | -36.9% | -10.0% | -34.3% |
| YTD | +25.3% | +84.8% | -59.5% | -22.1% |
| 1Y | +59.8% | +99.0% | -39.2% | -4.4% |
| 3Y | +467.2% | +217.9% | +249.3% | +164.7% |
| All | -21.3% | +170.3% | -191.6% | -61.4% |
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