+75.7%
V vs HUT
+487.4%
-411.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.2% |
| 7D | -0.4% | +34.9% | -35.2% | -0.7% |
| 30D | +6.3% | -25.9% | +32.2% | +6.7% |
| 3M | +17.2% | -31.7% | +48.9% | +17.6% |
| 6M | +29.2% | -42.2% | +71.5% | +29.6% |
| YTD | +20.8% | +34.9% | -14.1% | +17.2% |
| 1Y | +25.0% | +48.5% | -23.5% | +20.5% |
| All | +75.7% | +487.4% | -411.7% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling