+154.5%
TRV vs HUT
+78.5%
+76.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.6% | +3.9% | +0.3% |
| 7D | +0.2% | +18.9% | -18.7% | +0.1% |
| 30D | -2.3% | +12.0% | -14.3% | -2.4% |
| 3M | +22.7% | -14.9% | +37.5% | +22.7% |
| 6M | +21.9% | +96.8% | -74.9% | +21.0% |
| YTD | +27.5% | +108.8% | -81.3% | +26.2% |
| 1Y | +36.2% | +227.4% | -191.1% | +33.7% |
| 3Y | +140.6% | +760.3% | -619.7% | +130.3% |
| 5Y | +154.5% | +86.1% | +68.5% | +140.4% |
| All | +154.5% | +78.5% | +76.1% | +140.4% |
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