+180.5%
TRV vs HUT
-25.2%
+205.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.1% | 0.0% |
| 7D | +2.0% | +9.3% | -7.3% | +2.0% |
| 30D | +6.7% | -23.1% | +29.8% | +6.8% |
| 3M | +9.4% | -30.6% | +40.0% | +9.4% |
| 6M | +37.7% | -46.9% | +84.6% | +37.8% |
| YTD | +40.6% | +25.3% | +15.3% | +39.1% |
| 1Y | +42.4% | +59.8% | -17.4% | +40.4% |
| 3Y | +148.1% | +467.2% | -319.1% | +136.4% |
| All | +180.5% | -25.2% | +205.7% | +162.4% |
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