Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HUT vs TRU✓SelectedUSD · TRUHUT vs TRU performance historyLatest closeAs of+6.19%09/04
Stock and ETF performance explorer

HUT vs TRU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+420.1%
TRU return
+44.4%
Excess return
+375.7%
Maximum drawdown
-95.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioTRUExcessAlpha
1D+6.2%-5.9%+12.1%+9.8%
7D+17.8%-6.8%+24.5%+22.5%
30D+0.8%0.0%+0.8%+0.2%
3M-26.8%+13.3%-40.1%-35.5%
6M+72.6%+3.4%+69.1%+60.5%
YTD+103.6%-6.4%+110.0%+97.0%
1Y+265.3%-9.7%+275.0%+258.7%
3Y+689.4%+0.1%+689.3%+600.5%
5Y+75.3%-34.0%+109.4%+98.5%
All+420.1%+44.4%+375.7%+374.4%

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