+792.3%
HUT vs XYZ
+43.0%
+749.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.2% | +9.6% | +8.6% |
| 7D | +28.3% | +2.9% | +25.4% | +25.4% |
| 30D | +12.3% | +1.4% | +10.9% | +9.9% |
| 3M | -16.8% | +14.6% | -31.4% | -26.8% |
| 6M | +111.4% | +20.8% | +90.6% | +78.2% |
| YTD | +116.6% | +23.1% | +93.5% | +77.4% |
| 1Y | +290.5% | +5.6% | +284.8% | +262.2% |
| 3Y | +792.3% | +50.9% | +741.4% | +632.3% |
| All | +792.3% | +43.0% | +749.3% | +632.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling