+28.6%
UPS vs HUT
+435.6%
-407.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -1.1% |
| 7D | -3.7% | +18.9% | -22.6% | -4.4% |
| 30D | -3.7% | +12.0% | -15.7% | -4.3% |
| 3M | -6.6% | -14.9% | +8.3% | -6.4% |
| 6M | +2.6% | +96.8% | -94.2% | -1.2% |
| YTD | +4.8% | +108.8% | -104.0% | +0.3% |
| 1Y | +25.3% | +227.4% | -202.1% | +16.8% |
| 3Y | -26.9% | +760.3% | -787.1% | -37.0% |
| 5Y | -33.5% | +86.1% | -119.6% | -42.3% |
| All | +28.6% | +435.6% | -407.0% | -1.7% |
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