-5.6%
SHOP vs HUT
+71.6%
-77.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -2.0% |
| 7D | -5.1% | +17.8% | -22.9% | -8.8% |
| 30D | +0.6% | +0.8% | -0.3% | -0.6% |
| 3M | +25.0% | -26.8% | +51.8% | +28.6% |
| 6M | +11.9% | +72.6% | -60.7% | -11.8% |
| YTD | -9.9% | +103.6% | -113.5% | -33.8% |
| 1Y | 0.0% | +265.3% | -265.3% | -40.8% |
| 3Y | +117.5% | +689.4% | -571.9% | -21.2% |
| All | -5.6% | +71.6% | -77.2% | -56.1% |
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 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