-36.7%
HUT vs MAS
+41.7%
-78.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.4% | -2.7% | -3.5% |
| 7D | -30.8% | +4.6% | -35.4% | -34.6% |
| 30D | -50.2% | +19.9% | -70.1% | -58.4% |
| 3M | -50.5% | +8.9% | -59.4% | -55.4% |
| 6M | -42.9% | +20.2% | -63.1% | -54.1% |
| YTD | 0.0% | +33.9% | -33.9% | -28.7% |
| 1Y | -2.2% | +34.7% | -36.9% | -31.0% |
| 3Y | +289.4% | +60.4% | +229.0% | +106.8% |
| 5Y | -36.7% | +43.5% | -80.2% | -59.0% |
| All | -36.7% | +41.7% | -78.4% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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