+403.8%
HUT vs UUUU
+746.6%
-342.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.3% | +0.8% | -3.1% |
| 7D | +2.8% | -5.0% | +7.9% | +5.0% |
| 30D | +2.1% | -7.8% | +9.8% | +4.7% |
| 3M | -14.3% | -0.4% | -13.8% | -14.5% |
| 6M | +84.2% | -32.9% | +117.1% | +114.9% |
| YTD | +97.2% | -6.3% | +103.5% | +103.6% |
| 1Y | +192.7% | +7.9% | +184.8% | +175.5% |
| 3Y | +712.6% | +85.2% | +627.4% | +476.6% |
| 5Y | +85.5% | +97.0% | -11.5% | +29.1% |
| All | +403.8% | +746.6% | -342.8% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling