+221.5%
TRV vs HUT
+450.5%
-229.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.8% | -6.8% | +1.9% |
| 7D | +1.9% | +5.4% | -3.5% | +1.8% |
| 30D | +1.7% | +8.6% | -6.9% | +1.5% |
| 3M | +23.9% | -15.2% | +39.1% | +24.0% |
| 6M | +26.3% | +92.9% | -66.6% | +23.5% |
| YTD | +30.8% | +114.6% | -83.8% | +27.2% |
| 1Y | +36.3% | +208.5% | -172.2% | +30.6% |
| 3Y | +145.0% | +821.5% | -676.5% | +121.5% |
| 5Y | +163.9% | +101.8% | +62.0% | +141.9% |
| All | +221.5% | +450.5% | -229.1% | +138.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling