+225.8%
V vs HUT
+422.3%
-196.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.2% | -1.3% |
| 7D | -1.7% | +17.8% | -19.5% | -2.5% |
| 30D | +2.0% | +0.8% | +1.1% | +1.7% |
| 3M | +17.4% | -26.8% | +44.1% | +18.2% |
| 6M | +17.5% | +72.6% | -55.1% | +12.5% |
| YTD | +7.6% | +103.6% | -96.0% | +1.6% |
| 1Y | +7.7% | +265.3% | -257.6% | -2.5% |
| 3Y | +54.7% | +689.4% | -634.8% | +27.5% |
| 5Y | +73.0% | +75.3% | -2.3% | +45.0% |
| All | +225.8% | +422.3% | -196.6% | +108.0% |
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