+199.8%
TER vs HUT
+238.9%
-39.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.2% | -0.7% | +3.4% |
| 7D | +0.6% | +17.8% | -17.2% | -5.0% |
| 30D | -8.3% | +0.8% | -9.2% | -9.1% |
| 3M | -12.2% | -26.8% | +14.5% | -4.9% |
| 6M | +17.0% | +72.6% | -55.5% | -1.8% |
| YTD | +84.6% | +103.6% | -19.0% | +48.8% |
| 1Y | +199.8% | +265.3% | -65.5% | +140.8% |
| All | +199.8% | +238.9% | -39.1% | +140.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling