+79.1%
META vs HUT
-38.2%
+117.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.2% | -3.1% |
| 7D | -3.1% | -30.8% | +27.7% | +1.2% |
| 30D | -18.1% | -50.2% | +32.1% | -10.7% |
| 3M | +2.9% | -50.5% | +53.3% | +11.4% |
| 6M | +0.2% | -42.9% | +43.1% | +2.9% |
| YTD | -8.1% | 0.0% | -8.1% | -15.7% |
| 1Y | -4.5% | -2.2% | -2.3% | -13.6% |
| 3Y | +94.2% | +289.4% | -195.2% | +15.2% |
| 5Y | +79.1% | -36.7% | +115.8% | +30.3% |
| All | +79.1% | -38.2% | +117.3% | +30.3% |
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