+86.1%
HUT vs TRU
-36.4%
+122.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.0% |
| 7D | +18.9% | -6.5% | +25.4% | +24.2% |
| 30D | +12.0% | -2.5% | +14.5% | +12.9% |
| 3M | -14.9% | +10.4% | -25.2% | -25.6% |
| 6M | +96.8% | +1.6% | +95.2% | +81.5% |
| YTD | +108.8% | -9.7% | +118.5% | +104.8% |
| 1Y | +227.4% | -17.3% | +244.6% | +242.4% |
| 3Y | +760.3% | -1.8% | +762.1% | +641.4% |
| 5Y | +86.1% | -36.2% | +122.3% | +269.3% |
| All | +86.1% | -36.4% | +122.5% | +269.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling