+151.5%
RSP vs HUT
+217.0%
-65.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.7% | -10.9% | +11.7% | +1.1% |
| 30D | +3.7% | -32.6% | +36.3% | +5.3% |
| 3M | +0.7% | -33.7% | +34.4% | +1.9% |
| 6M | +9.0% | -42.3% | +51.4% | +10.5% |
| YTD | +16.7% | +23.6% | -6.9% | +12.4% |
| 1Y | +19.0% | +20.4% | -1.4% | +14.2% |
| 3Y | +64.7% | +423.2% | -358.5% | +38.9% |
| 5Y | +49.6% | -19.4% | +69.0% | +29.7% |
| All | +151.5% | +217.0% | -65.5% | +73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling