+210.2%
TER vs HUT
+478.8%
-268.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +7.6% | +0.7% | +6.4% |
| 7D | +5.9% | +24.8% | -18.9% | +0.5% |
| 30D | -30.8% | -28.4% | -2.4% | -25.6% |
| 3M | -29.9% | -31.2% | +1.3% | -24.4% |
| 6M | -27.5% | -40.2% | +12.8% | -19.5% |
| YTD | +37.5% | +32.9% | +4.6% | +29.3% |
| 1Y | +50.3% | +39.1% | +11.2% | +38.4% |
| All | +210.2% | +478.8% | -268.6% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling