+239.5%
HUT vs TRU
+48.4%
+191.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.6% | +7.6% |
| 7D | +24.8% | 0.0% | +24.8% | +24.6% |
| 30D | -28.4% | +24.3% | -52.6% | -38.9% |
| 3M | -31.2% | +2.3% | -33.5% | -34.8% |
| 6M | -40.2% | +17.7% | -57.9% | -50.5% |
| YTD | +32.9% | -3.8% | +36.7% | +22.3% |
| 1Y | +39.1% | -0.3% | +39.4% | +25.2% |
| 3Y | +462.8% | +58.4% | +404.3% | +265.3% |
| 5Y | -13.9% | -24.0% | +10.1% | -11.4% |
| All | +239.5% | +48.4% | +191.1% | +194.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling