+26.9%
UPS vs HUT
+273.0%
-246.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.1% | -2.0% |
| 7D | -2.1% | +28.3% | -30.4% | -2.9% |
| 30D | -2.3% | +12.3% | -14.6% | -2.8% |
| 3M | -5.2% | -16.8% | +11.6% | -4.9% |
| 6M | +1.4% | +111.4% | -110.0% | -1.5% |
| YTD | +6.1% | +116.6% | -110.5% | +2.8% |
| All | +26.9% | +273.0% | -246.1% | +20.1% |
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 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