+135.9%
SHOP vs HUT
+445.7%
-309.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +1.2% |
| 7D | -1.2% | +9.3% | -10.6% | -2.5% |
| 30D | -14.7% | -23.1% | +8.4% | -12.7% |
| 3M | -7.2% | -30.6% | +23.4% | -4.4% |
| 6M | +54.2% | -46.9% | +101.0% | +60.8% |
| YTD | -8.6% | +25.3% | -33.9% | -21.9% |
| 1Y | +0.5% | +59.8% | -59.3% | -19.4% |
| 3Y | +135.9% | +467.2% | -331.2% | +36.7% |
| All | +135.9% | +445.7% | -309.7% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling