+104.6%
HUT vs UUUU
+79.1%
+25.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.0% | +13.8% | +11.4% |
| 7D | +5.4% | -10.5% | +15.9% | +11.4% |
| 30D | +8.6% | -10.5% | +19.1% | +13.7% |
| 3M | -15.2% | -14.1% | -1.1% | -9.5% |
| 6M | +92.9% | -35.5% | +128.4% | +139.4% |
| YTD | +114.6% | -10.9% | +125.6% | +124.7% |
| 1Y | +208.5% | +3.4% | +205.2% | +177.7% |
| 3Y | +821.5% | +73.1% | +748.4% | +437.3% |
| All | +104.6% | +79.1% | +25.4% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling