+11.1%
SMR vs HUT
+204.3%
-193.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +6.4% | +8.9% | +13.3% |
| 7D | +21.4% | +28.3% | -6.9% | +12.3% |
| 30D | +13.8% | +12.3% | +1.5% | +9.1% |
| 3M | +3.9% | -16.8% | +20.7% | +8.1% |
| 6M | -4.2% | +111.4% | -115.6% | -25.1% |
| YTD | -21.1% | +116.6% | -137.7% | -38.5% |
| 1Y | -67.1% | +290.5% | -357.5% | -78.3% |
| 3Y | +88.9% | +792.3% | -703.4% | +1.4% |
| All | +11.1% | +204.3% | -193.1% | -44.9% |
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