+12.5%
USB vs HUT
-37.0%
+49.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -23.2% | +25.1% | +1.5% |
| 7D | +2.4% | -29.5% | +31.9% | +2.0% |
| 30D | +6.6% | -45.2% | +51.7% | +6.0% |
| 3M | -4.1% | -51.6% | +47.5% | -4.6% |
| 6M | +12.5% | -37.3% | +49.8% | +10.4% |
| All | +12.5% | -37.0% | +49.4% | +10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling