+155.5%
HUT vs URI
+497.3%
-341.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -7.1% | +1.0% | -1.5% |
| 7D | -30.8% | -12.9% | -17.9% | -23.6% |
| 30D | -50.2% | -3.4% | -46.8% | -48.6% |
| 3M | -50.5% | -10.0% | -40.4% | -46.6% |
| 6M | -42.9% | +12.2% | -55.1% | -46.5% |
| YTD | 0.0% | +29.8% | -29.7% | -16.9% |
| 1Y | -2.2% | +24.6% | -26.8% | -16.2% |
| 3Y | +289.4% | +137.6% | +151.8% | +130.5% |
| 5Y | -36.7% | +176.6% | -213.3% | -65.4% |
| All | +155.5% | +497.3% | -341.8% | -22.9% |
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