+52.1%
TMUS vs HUT
-14.7%
+66.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.7% |
| 7D | +6.5% | +34.9% | -28.4% | +6.4% |
| 30D | +11.3% | -25.9% | +37.1% | +11.4% |
| 3M | -2.9% | -31.7% | +28.8% | -2.7% |
| 6M | -10.5% | -42.2% | +31.7% | -10.4% |
| YTD | -14.4% | +34.9% | -49.3% | -16.3% |
| 1Y | -17.9% | +48.5% | -66.4% | -20.2% |
| 3Y | +21.9% | +471.2% | -449.3% | +6.8% |
| 5Y | +52.1% | -18.9% | +71.0% | +32.8% |
| All | +52.1% | -14.7% | +66.8% | +32.8% |
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 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