+31.8%
USB vs HUT
+13.4%
+18.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.6% | -15.1% | -0.8% |
| 7D | 0.0% | -11.4% | +11.4% | +0.1% |
| 30D | +5.8% | -41.0% | +46.9% | +7.1% |
| 3M | -6.0% | -41.9% | +36.0% | -5.0% |
| 6M | +7.8% | -51.7% | +59.4% | +8.9% |
| YTD | +14.6% | +14.6% | 0.0% | +8.5% |
| 1Y | +31.8% | +21.4% | +10.4% | +24.5% |
| All | +31.8% | +13.4% | +18.3% | +24.5% |
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