+87.5%
U vs HUT
+445.7%
-358.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -7.1% | +12.3% | +6.5% |
| 7D | +2.6% | +9.3% | -6.8% | +0.6% |
| 30D | +27.6% | -23.1% | +50.7% | +31.5% |
| 3M | +15.3% | -30.6% | +45.9% | +19.8% |
| 6M | +96.4% | -46.9% | +143.2% | +109.6% |
| YTD | +19.6% | +25.3% | -5.8% | +3.0% |
| 1Y | +42.1% | +59.8% | -17.7% | +14.4% |
| 3Y | +87.5% | +467.2% | -379.7% | +3.1% |
| All | +87.5% | +445.7% | -358.2% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling