+120.1%
SPOT vs HUT
-25.2%
+145.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.1% | +9.5% | +3.3% |
| 7D | +1.6% | +9.3% | -7.7% | +0.3% |
| 30D | +16.9% | -23.1% | +40.0% | +19.0% |
| 3M | +23.0% | -30.6% | +53.6% | +25.2% |
| 6M | +42.2% | -46.9% | +89.0% | +47.2% |
| YTD | +5.5% | +25.3% | -19.8% | -7.9% |
| 1Y | -5.1% | +59.8% | -64.9% | -21.4% |
| 3Y | +257.9% | +467.2% | -209.3% | +86.4% |
| All | +120.1% | -25.2% | +145.3% | +52.5% |
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