+420.1%
HUT vs MDY
+119.0%
+301.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.1% | +6.0% |
| 7D | +17.8% | +0.1% | +17.6% | +17.7% |
| 30D | +0.8% | -1.5% | +2.3% | +3.6% |
| 3M | -26.8% | +0.8% | -27.5% | -27.1% |
| 6M | +72.6% | +7.4% | +65.1% | +59.9% |
| YTD | +103.6% | +15.2% | +88.4% | +71.0% |
| 1Y | +265.3% | +16.5% | +248.7% | +208.2% |
| 3Y | +689.4% | +46.8% | +642.6% | +423.3% |
| 5Y | +75.3% | +46.0% | +29.3% | +33.8% |
| All | +420.1% | +119.0% | +301.1% | +160.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling