+148.4%
RSP vs HUT
+422.3%
-273.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -0.8% |
| 7D | -0.8% | +17.8% | -18.6% | -1.6% |
| 30D | -0.3% | +0.8% | -1.2% | -0.5% |
| 3M | +4.3% | -26.8% | +31.1% | +5.2% |
| 6M | +8.8% | +72.6% | -63.7% | +4.3% |
| YTD | +15.3% | +103.6% | -88.4% | +9.0% |
| 1Y | +18.3% | +265.3% | -247.0% | +7.3% |
| 3Y | +52.8% | +689.4% | -636.6% | +26.7% |
| 5Y | +51.7% | +75.3% | -23.6% | +27.3% |
| All | +148.4% | +422.3% | -273.9% | +68.1% |
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