-48.1%
SMR vs HUT
+73.6%
-121.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -2.8% | -10.9% | +8.2% | +0.3% |
| 30D | -27.5% | -32.6% | +5.1% | -19.1% |
| 3M | -43.1% | -33.7% | -9.4% | -37.5% |
| 6M | -58.4% | -42.3% | -16.1% | -52.7% |
| YTD | -63.2% | +23.6% | -86.7% | -66.7% |
| 1Y | -81.6% | +20.4% | -102.0% | -83.5% |
| 3Y | +149.8% | +423.2% | -273.5% | +55.4% |
| All | -48.1% | +73.6% | -121.7% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling