+147.4%
RTX vs HUT
-25.2%
+172.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.1% | +7.2% | +0.4% |
| 7D | +4.8% | +9.3% | -4.6% | +4.4% |
| 30D | +6.5% | -23.1% | +29.6% | +7.1% |
| 3M | -9.6% | -30.6% | +21.0% | -9.0% |
| 6M | +12.3% | -46.9% | +59.2% | +13.6% |
| YTD | +9.5% | +25.3% | -15.9% | +6.3% |
| 1Y | +15.8% | +59.8% | -44.0% | +11.3% |
| 3Y | +157.0% | +467.2% | -310.2% | +121.6% |
| All | +147.4% | -25.2% | +172.6% | +124.3% |
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 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