+24.8%
UPS vs HUT
+47.0%
-22.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.1% | +8.9% | +1.9% |
| 7D | +3.8% | +9.3% | -5.6% | +3.7% |
| 30D | +17.4% | -23.1% | +40.5% | +17.8% |
| 3M | +8.2% | -30.6% | +38.8% | +8.4% |
| 6M | +17.9% | -46.9% | +64.8% | +18.9% |
| YTD | +18.7% | +25.3% | -6.6% | +15.0% |
| 1Y | +24.8% | +59.8% | -35.0% | +20.6% |
| All | +24.8% | +47.0% | -22.2% | +20.6% |
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