-19.4%
HUT vs URI
+194.6%
-214.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +1.5% |
| 7D | -10.9% | -6.0% | -5.0% | -4.5% |
| 30D | -32.6% | +4.6% | -37.2% | -34.6% |
| 3M | -33.7% | -2.7% | -31.0% | -31.5% |
| 6M | -42.3% | +18.4% | -60.7% | -51.0% |
| YTD | +23.6% | +37.4% | -13.8% | -13.6% |
| 1Y | +20.4% | +30.4% | -10.0% | -10.7% |
| 3Y | +423.2% | +147.9% | +275.3% | +92.1% |
| 5Y | -19.4% | +202.1% | -221.5% | -79.6% |
| All | -19.4% | +194.6% | -214.0% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling