+93.0%
HUT vs SRE
+49.4%
+43.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +5.2% |
| 7D | +28.3% | +1.4% | +26.8% | +27.1% |
| 30D | +12.3% | +1.9% | +10.4% | +10.9% |
| 3M | -16.8% | -3.3% | -13.5% | -14.8% |
| 6M | +111.4% | -6.4% | +117.8% | +119.7% |
| YTD | +116.6% | -1.8% | +118.4% | +117.1% |
| 1Y | +290.5% | +10.7% | +279.7% | +262.0% |
| 3Y | +792.3% | +31.8% | +760.5% | +623.5% |
| All | +93.0% | +49.4% | +43.6% | +77.1% |
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