+185.8%
RCL vs HUT
+194.0%
-8.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +14.6% | -13.2% | -0.4% |
| 7D | +6.5% | -11.4% | +17.9% | +7.0% |
| 30D | +15.9% | -41.0% | +56.9% | +21.8% |
| 3M | +2.7% | -41.9% | +44.6% | +7.3% |
| 6M | +15.2% | -51.7% | +66.9% | +21.4% |
| YTD | +19.2% | +14.6% | +4.6% | +10.9% |
| 1Y | +31.6% | +21.4% | +10.2% | +20.1% |
| 3Y | +274.2% | +359.8% | -85.6% | +159.2% |
| 5Y | +250.1% | -27.5% | +277.6% | +160.4% |
| All | +185.8% | +194.0% | -8.2% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling