+220.1%
HUT vs MDY
+113.6%
+106.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -6.9% |
| 7D | +9.3% | +2.3% | +7.1% | +5.5% |
| 30D | -23.1% | +2.0% | -25.1% | -25.2% |
| 3M | -30.6% | -5.6% | -25.0% | -22.4% |
| 6M | -46.9% | +1.3% | -48.1% | -46.8% |
| YTD | +25.3% | +12.3% | +13.0% | +11.0% |
| 1Y | +59.8% | +15.8% | +44.0% | +36.3% |
| 3Y | +467.2% | +56.5% | +410.7% | +247.5% |
| 5Y | -24.6% | +35.1% | -59.8% | -36.3% |
| All | +220.1% | +113.6% | +106.5% | +69.2% |
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