-27.2%
NOW vs HUT
-14.7%
-12.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.2% |
| 7D | -1.7% | +34.9% | -36.5% | -4.9% |
| 30D | -27.4% | -25.9% | -1.5% | -25.6% |
| 3M | -19.4% | -31.7% | +12.3% | -17.5% |
| 6M | +13.1% | -42.2% | +55.3% | +15.9% |
| YTD | -34.3% | +34.9% | -69.2% | -41.7% |
| 1Y | -41.8% | +48.5% | -90.3% | -49.6% |
| 3Y | -20.7% | +471.2% | -491.9% | -53.2% |
| 5Y | -27.2% | -18.9% | -8.3% | -39.3% |
| All | -27.2% | -14.7% | -12.5% | -39.3% |
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