+192.7%
HUT vs URI
+504.0%
-311.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.1% | +13.5% | +13.8% |
| 7D | -11.4% | -9.8% | -1.6% | -4.4% |
| 30D | -41.0% | +1.7% | -42.8% | -41.2% |
| 3M | -41.9% | -9.1% | -32.9% | -37.7% |
| 6M | -51.7% | +9.9% | -61.5% | -54.3% |
| YTD | +14.6% | +31.2% | -16.6% | -5.4% |
| 1Y | +21.4% | +25.9% | -4.5% | +3.5% |
| 3Y | +359.8% | +147.4% | +212.4% | +165.9% |
| 5Y | -27.5% | +179.7% | -207.2% | -60.7% |
| All | +192.7% | +504.0% | -311.3% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling