+220.1%
HUT vs TRU
+46.8%
+173.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -7.2% |
| 7D | +9.3% | 0.0% | +9.3% | +9.4% |
| 30D | -23.1% | +21.3% | -44.4% | -33.5% |
| 3M | -30.6% | +0.2% | -30.8% | -33.4% |
| 6M | -46.9% | +22.4% | -69.2% | -57.1% |
| YTD | +25.3% | -4.8% | +30.1% | +16.0% |
| 1Y | +59.8% | -0.2% | +60.0% | +43.4% |
| 3Y | +467.2% | +57.9% | +409.3% | +268.3% |
| 5Y | -24.6% | -26.1% | +1.5% | -21.5% |
| All | +220.1% | +46.8% | +173.3% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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