+22.7%
USB vs HUT
-38.2%
+60.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | -1.7% |
| 7D | -1.5% | -30.8% | +29.4% | +0.7% |
| 30D | +4.3% | -50.2% | +54.5% | +9.0% |
| 3M | -6.1% | -50.5% | +44.4% | -2.3% |
| 6M | +9.4% | -42.9% | +52.3% | +10.7% |
| YTD | +15.2% | 0.0% | +15.1% | +9.8% |
| 1Y | +32.8% | -2.2% | +35.0% | +25.7% |
| 3Y | +91.3% | +289.4% | -198.1% | +47.9% |
| 5Y | +22.7% | -36.7% | +59.4% | -5.3% |
| All | +22.7% | -38.2% | +60.9% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling