+267.1%
V vs HUT
+194.0%
+73.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +14.6% | -14.6% | -0.6% |
| 7D | +2.2% | -11.4% | +13.6% | +2.4% |
| 30D | +13.6% | -41.0% | +54.6% | +15.7% |
| 3M | +14.3% | -41.9% | +56.2% | +16.2% |
| 6M | +33.1% | -51.7% | +84.8% | +35.5% |
| YTD | +21.2% | +14.6% | +6.6% | +16.7% |
| 1Y | +26.4% | +21.4% | +5.0% | +20.8% |
| 3Y | +77.6% | +359.8% | -282.2% | +49.4% |
| 5Y | +102.6% | -27.5% | +130.1% | +76.1% |
| All | +267.1% | +194.0% | +73.1% | +139.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling