+403.8%
HUT vs SONY
+140.8%
+262.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.9% | -5.8% |
| 7D | +2.8% | -5.8% | +8.6% | +7.2% |
| 30D | +2.1% | -0.4% | +2.4% | +1.4% |
| 3M | -14.3% | +13.3% | -27.6% | -25.5% |
| 6M | +84.2% | +8.5% | +75.7% | +67.5% |
| YTD | +97.2% | -8.1% | +105.3% | +106.3% |
| 1Y | +192.7% | -17.9% | +210.6% | +232.4% |
| 3Y | +712.6% | +41.4% | +671.1% | +449.6% |
| 5Y | +85.5% | +9.3% | +76.2% | +63.7% |
| All | +403.8% | +140.8% | +262.9% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling