+234.8%
RCL vs HUT
+71.6%
+163.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -1.1% |
| 7D | -5.1% | +17.8% | -22.9% | -7.7% |
| 30D | -19.0% | +0.8% | -19.9% | -19.6% |
| 3M | -9.6% | -26.8% | +17.2% | -7.0% |
| 6M | -6.7% | +72.6% | -79.3% | -17.8% |
| YTD | -3.9% | +103.6% | -107.5% | -19.1% |
| 1Y | -25.1% | +265.3% | -290.4% | -45.3% |
| 3Y | +179.1% | +689.4% | -510.3% | +50.7% |
| All | +234.8% | +71.6% | +163.2% | +76.8% |
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