+501.6%
HUT vs XYZ
+68.2%
+433.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.4% |
| 7D | +24.8% | -2.2% | +26.9% | +26.9% |
| 30D | -28.4% | +11.6% | -40.0% | -36.2% |
| 3M | -31.2% | +8.4% | -39.6% | -38.2% |
| 6M | -40.2% | +17.2% | -57.4% | -50.2% |
| YTD | +32.9% | +31.7% | +1.2% | -0.5% |
| 1Y | +39.1% | +30.1% | +9.0% | +5.6% |
| All | +501.6% | +68.2% | +433.3% | +342.6% |
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