+86.1%
HUT vs TD
+123.1%
-37.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.4% | -1.8% |
| 7D | +18.9% | -1.9% | +20.8% | +22.5% |
| 30D | +12.0% | -1.6% | +13.6% | +14.8% |
| 3M | -14.9% | +4.6% | -19.5% | -20.9% |
| 6M | +96.8% | +26.8% | +70.0% | +38.8% |
| YTD | +108.8% | +28.3% | +80.5% | +45.8% |
| 1Y | +227.4% | +60.4% | +166.9% | +65.2% |
| 3Y | +760.3% | +125.7% | +634.6% | +155.1% |
| 5Y | +86.1% | +122.4% | -36.3% | -37.8% |
| All | +86.1% | +123.1% | -37.0% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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