+293.8%
RCL vs HUT
-14.7%
+308.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -4.2% |
| 7D | -0.2% | +34.9% | -35.1% | -5.1% |
| 30D | +14.4% | -25.9% | +40.3% | +18.0% |
| 3M | +5.2% | -31.7% | +36.9% | +8.6% |
| 6M | +26.1% | -42.2% | +68.4% | +31.4% |
| YTD | +17.4% | +34.9% | -17.6% | +2.3% |
| 1Y | +24.7% | +48.5% | -23.8% | +5.0% |
| 3Y | +250.9% | +471.2% | -220.3% | +87.8% |
| 5Y | +293.8% | -18.9% | +312.7% | +119.5% |
| All | +293.8% | -14.7% | +308.5% | +119.5% |
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