+30.6%
UPS vs HUT
-2.9%
+33.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -23.2% | +27.9% | +4.9% |
| 7D | +8.2% | -29.5% | +37.8% | +8.6% |
| 30D | +22.7% | -45.2% | +67.9% | +23.6% |
| 3M | +6.4% | -51.6% | +58.1% | +7.3% |
| 6M | +22.6% | -37.3% | +59.9% | +22.0% |
| YTD | +20.7% | +6.5% | +14.2% | +18.2% |
| 1Y | +30.6% | +1.7% | +28.9% | +28.4% |
| All | +30.6% | -2.9% | +33.5% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling