-21.3%
HUT vs SRE
+51.3%
-72.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.6% |
| 7D | +9.3% | +1.8% | +7.6% | +8.0% |
| 30D | -23.1% | -3.0% | -20.1% | -21.3% |
| 3M | -30.6% | -7.3% | -23.3% | -26.6% |
| 6M | -46.9% | -11.9% | -35.0% | -42.0% |
| YTD | +25.3% | -7.9% | +33.2% | +31.7% |
| 1Y | +59.8% | -11.1% | +71.0% | +72.9% |
| 3Y | +467.2% | +24.8% | +442.4% | +367.8% |
| All | -21.3% | +51.3% | -72.6% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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