+420.1%
HUT vs URI
+477.8%
-57.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.2% |
| 7D | +17.8% | -2.0% | +19.8% | +19.3% |
| 30D | +0.8% | -12.9% | +13.8% | +10.2% |
| 3M | -26.8% | -6.7% | -20.0% | -23.6% |
| 6M | +72.6% | +19.0% | +53.6% | +51.4% |
| YTD | +103.6% | +25.5% | +78.1% | +71.4% |
| 1Y | +265.3% | +5.5% | +259.7% | +243.1% |
| 3Y | +689.4% | +111.3% | +578.1% | +397.8% |
| 5Y | +75.3% | +198.6% | -123.2% | -7.4% |
| All | +420.1% | +477.8% | -57.7% | +59.1% |
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