+420.1%
HUT vs SRE
+102.5%
+317.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.5% |
| 7D | +17.8% | -0.3% | +18.1% | +17.9% |
| 30D | +0.8% | -0.7% | +1.6% | +1.2% |
| 3M | -26.8% | -6.3% | -20.5% | -24.2% |
| 6M | +72.6% | -10.7% | +83.2% | +82.9% |
| YTD | +103.6% | -3.5% | +107.1% | +106.3% |
| 1Y | +265.3% | +5.3% | +260.0% | +254.1% |
| 3Y | +689.4% | +31.8% | +657.6% | +574.3% |
| 5Y | +75.3% | +47.4% | +28.0% | +45.7% |
| All | +420.1% | +102.5% | +317.6% | +310.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling