+202.8%
TER vs HUT
+71.6%
+131.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.7% | +4.1% |
| 7D | +0.6% | +17.8% | -17.2% | -3.0% |
| 30D | -8.3% | +0.8% | -9.1% | -8.7% |
| 3M | -12.2% | -26.8% | +14.6% | -6.9% |
| 6M | +17.1% | +72.6% | -55.5% | +3.8% |
| YTD | +84.7% | +103.6% | -19.0% | +57.2% |
| 1Y | +199.9% | +265.3% | -65.3% | +122.2% |
| 3Y | +232.8% | +689.4% | -456.6% | +84.5% |
| All | +202.8% | +71.6% | +131.2% | +85.9% |
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