+94.1%
HUT vs SPXU
-86.0%
+180.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +8.1% |
| 7D | +28.3% | -1.5% | +29.7% | +26.5% |
| 30D | +12.3% | +3.7% | +8.6% | +16.6% |
| 3M | -16.8% | -9.6% | -7.2% | -23.2% |
| 6M | +111.4% | -32.4% | +143.7% | +57.4% |
| YTD | +116.6% | -28.7% | +145.3% | +76.6% |
| 1Y | +290.5% | -38.2% | +328.7% | +196.2% |
| 3Y | +792.3% | -80.4% | +872.7% | +242.0% |
| 5Y | +94.1% | -86.0% | +180.2% | +13.5% |
| All | +94.1% | -86.0% | +180.2% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling