+1.7%
HUT vs URI
+33.3%
-31.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -4.4% | -18.9% | -20.1% |
| 7D | -29.5% | -4.3% | -25.2% | -26.6% |
| 30D | -45.2% | +4.6% | -49.8% | -46.2% |
| 3M | -51.6% | -2.1% | -49.5% | -50.5% |
| 6M | -37.3% | +21.9% | -59.2% | -44.1% |
| YTD | +6.5% | +39.7% | -33.2% | -24.4% |
| 1Y | +1.7% | +32.9% | -31.1% | -19.4% |
| All | +1.7% | +33.3% | -31.6% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling