+403.8%
HUT vs SPXU
-98.9%
+502.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.8% | -7.4% | -4.3% |
| 7D | +2.8% | +6.4% | -3.5% | +7.3% |
| 30D | +2.1% | +5.9% | -3.9% | +6.4% |
| 3M | -14.3% | -11.7% | -2.6% | -19.8% |
| 6M | +84.2% | -28.7% | +112.9% | +58.9% |
| YTD | +97.2% | -26.4% | +123.6% | +78.7% |
| 1Y | +192.7% | -35.2% | +228.0% | +156.2% |
| 3Y | +712.6% | -79.8% | +792.4% | +381.0% |
| 5Y | +85.5% | -86.1% | +171.5% | +35.8% |
| All | +403.8% | -98.9% | +502.6% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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