+86.3%
HUT vs STT
+145.1%
-58.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | +17.8% | +0.5% | +17.3% | +17.3% |
| 30D | +0.8% | +3.9% | -3.0% | -4.1% |
| 3M | -26.8% | +20.0% | -46.7% | -41.6% |
| 6M | +72.6% | +55.3% | +17.2% | +2.0% |
| YTD | +103.6% | +53.3% | +50.3% | +21.7% |
| 1Y | +265.3% | +74.7% | +190.6% | +89.9% |
| 3Y | +689.4% | +205.8% | +483.6% | +120.8% |
| All | +86.3% | +145.1% | -58.7% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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