+146.0%
RSP vs HUT
+194.0%
-48.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +14.6% | -15.0% | -1.1% |
| 7D | -1.0% | -11.4% | +10.3% | -0.8% |
| 30D | +2.6% | -41.0% | +43.6% | +4.8% |
| 3M | -0.8% | -41.9% | +41.1% | +1.1% |
| 6M | +6.3% | -51.7% | +57.9% | +8.6% |
| YTD | +14.1% | +14.6% | -0.5% | +10.3% |
| 1Y | +18.0% | +21.4% | -3.4% | +13.2% |
| 3Y | +61.0% | +359.8% | -298.8% | +36.6% |
| 5Y | +45.6% | -27.5% | +73.1% | +26.8% |
| All | +146.0% | +194.0% | -48.0% | +70.2% |
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