+18.2%
TER vs HUT
+13.4%
+4.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +14.6% | -12.0% | -3.1% |
| 7D | -20.5% | -11.4% | -9.1% | -17.9% |
| 30D | -47.0% | -41.0% | -6.0% | -36.3% |
| 3M | -43.3% | -41.9% | -1.4% | -32.0% |
| 6M | -42.9% | -51.7% | +8.8% | -27.8% |
| YTD | +12.9% | +14.6% | -1.7% | +7.1% |
| 1Y | +18.2% | +21.4% | -3.2% | +10.5% |
| All | +18.2% | +13.4% | +4.7% | +10.5% |
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 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