+446.1%
LITE vs HUT
-38.2%
+484.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -6.1% | -12.6% | -17.3% |
| 7D | -44.6% | -30.8% | -13.7% | -39.8% |
| 30D | -55.0% | -50.2% | -4.9% | -47.3% |
| 3M | -38.3% | -50.5% | +12.2% | -27.7% |
| 6M | -48.8% | -42.9% | -5.8% | -42.9% |
| YTD | +38.3% | 0.0% | +38.3% | +34.2% |
| 1Y | +119.0% | -2.2% | +121.2% | +112.5% |
| 3Y | +1,092.0% | +289.4% | +802.6% | +704.7% |
| 5Y | +446.1% | -36.7% | +482.8% | +306.6% |
| All | +446.1% | -38.2% | +484.3% | +306.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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