+467.2%
HUT vs MDY
+56.8%
+410.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -6.8% |
| 7D | +9.3% | +2.3% | +7.1% | +3.5% |
| 30D | -23.1% | +2.0% | -25.1% | -26.6% |
| 3M | -30.6% | -5.6% | -25.0% | -18.3% |
| 6M | -46.9% | +1.3% | -48.1% | -47.4% |
| YTD | +25.3% | +12.3% | +13.0% | +2.1% |
| 1Y | +59.8% | +15.8% | +44.0% | +23.0% |
| 3Y | +467.2% | +56.5% | +410.7% | +251.1% |
| All | +467.2% | +56.8% | +410.4% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling