+85.5%
HUT vs MCO
+26.7%
+58.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -3.9% |
| 7D | +2.8% | -7.3% | +10.2% | +11.1% |
| 30D | +2.1% | -1.7% | +3.8% | +2.7% |
| 3M | -14.3% | +3.9% | -18.2% | -22.4% |
| 6M | +84.2% | +3.8% | +80.4% | +64.1% |
| YTD | +97.2% | -7.9% | +105.1% | +97.7% |
| 1Y | +192.7% | -6.8% | +199.6% | +188.5% |
| 3Y | +712.6% | +40.9% | +671.6% | +339.2% |
| 5Y | +85.5% | +27.5% | +58.0% | +12.0% |
| All | +85.5% | +26.7% | +58.7% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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