+266.7%
V vs HUT
+218.4%
+48.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.4% | -0.5% |
| 7D | -0.8% | +3.7% | -4.5% | -1.3% |
| 30D | +9.5% | -32.3% | +41.9% | +10.9% |
| 3M | +16.7% | -35.6% | +52.3% | +18.0% |
| 6M | +32.9% | -42.1% | +75.0% | +34.2% |
| YTD | +21.1% | +24.1% | -3.0% | +16.2% |
| 1Y | +26.6% | +27.9% | -1.2% | +20.7% |
| 3Y | +78.4% | +409.1% | -330.8% | +49.3% |
| 5Y | +105.5% | -25.9% | +131.4% | +78.4% |
| All | +266.7% | +218.4% | +48.3% | +137.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling