+27.1%
V vs HUT
+21.4%
+5.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.4% | +0.2% |
| 7D | -0.8% | +3.7% | -4.5% | -0.6% |
| 30D | +9.5% | -32.3% | +41.9% | +8.7% |
| 3M | +16.7% | -35.6% | +52.3% | +15.8% |
| 6M | +32.9% | -42.1% | +75.0% | +31.5% |
| YTD | +21.1% | +24.1% | -3.0% | +18.2% |
| All | +27.1% | +21.4% | +5.6% | +24.0% |
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