-6.1%
SHOP vs HUT
+33.5%
-39.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.6% | -5.7% | +1.5% |
| 7D | -2.5% | +24.8% | -27.2% | -3.3% |
| 30D | -16.7% | -28.4% | +11.7% | -15.6% |
| 3M | -2.2% | -31.2% | +29.0% | -1.0% |
| 6M | +45.6% | -40.2% | +85.8% | +46.4% |
| YTD | -7.3% | +32.9% | -40.2% | -19.5% |
| 1Y | -6.1% | +39.1% | -45.1% | -19.8% |
| All | -6.1% | +33.5% | -39.6% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling