+85.5%
HUT vs SU
+341.5%
-256.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.5% |
| 7D | +2.8% | +1.7% | +1.2% | +2.0% |
| 30D | +2.1% | +9.6% | -7.6% | -2.9% |
| 3M | -14.3% | +11.7% | -26.0% | -19.4% |
| 6M | +84.2% | +21.9% | +62.3% | +59.6% |
| YTD | +97.2% | +58.6% | +38.6% | +47.2% |
| 1Y | +192.7% | +66.5% | +126.2% | +112.6% |
| 3Y | +712.6% | +121.4% | +591.1% | +396.9% |
| 5Y | +85.5% | +355.7% | -270.3% | -21.2% |
| All | +85.5% | +341.5% | -256.0% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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