-33.8%
HUT vs SIMO
+154.7%
-188.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +4.2% | +10.4% | +12.4% |
| 7D | -11.4% | -22.0% | +10.6% | +2.1% |
| 30D | -41.0% | -43.0% | +2.0% | -20.4% |
| 3M | -41.9% | -39.1% | -2.8% | -25.3% |
| 6M | -51.7% | -33.3% | -18.4% | -42.0% |
| YTD | +14.6% | +77.0% | -62.4% | -27.3% |
| 1Y | +21.4% | +73.0% | -51.6% | -21.1% |
| 3Y | +359.8% | +215.7% | +144.1% | +115.1% |
| All | -33.8% | +154.7% | -188.4% | -65.7% |
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