+403.8%
HUT vs TRI
+184.9%
+218.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.2% | -5.1% |
| 7D | +2.8% | -14.4% | +17.2% | +7.9% |
| 30D | +2.1% | -8.1% | +10.2% | +4.0% |
| 3M | -14.3% | +17.5% | -31.8% | -24.6% |
| 6M | +84.2% | -5.0% | +89.2% | +76.1% |
| YTD | +97.2% | -24.7% | +121.9% | +114.9% |
| 1Y | +192.7% | -41.5% | +234.2% | +287.6% |
| 3Y | +712.6% | -20.3% | +732.9% | +696.5% |
| 5Y | +85.5% | -10.9% | +96.4% | +66.1% |
| All | +403.8% | +184.9% | +218.9% | +243.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling