+105.8%
V vs HUT
-14.7%
+120.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.8% | -1.0% |
| 7D | -0.4% | +34.9% | -35.2% | -1.8% |
| 30D | +6.3% | -25.9% | +32.2% | +7.3% |
| 3M | +17.2% | -31.7% | +48.9% | +18.3% |
| 6M | +29.2% | -42.2% | +71.5% | +30.6% |
| YTD | +20.8% | +34.9% | -14.1% | +14.2% |
| 1Y | +25.0% | +48.5% | -23.5% | +16.8% |
| 3Y | +75.3% | +471.2% | -395.9% | +37.6% |
| 5Y | +105.8% | -18.9% | +124.7% | +71.4% |
| All | +105.8% | -14.7% | +120.5% | +71.4% |
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 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