+244.6%
HUT vs MSCI
+378.8%
-134.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.5% |
| 7D | +34.9% | -0.7% | +35.5% | +35.2% |
| 30D | -25.9% | +16.2% | -42.0% | -34.7% |
| 3M | -31.7% | +16.1% | -47.9% | -40.3% |
| 6M | -42.2% | +12.9% | -55.2% | -50.4% |
| YTD | +34.9% | +14.8% | +20.1% | +12.4% |
| 1Y | +48.5% | +13.8% | +34.7% | +25.1% |
| 3Y | +471.2% | +31.2% | +440.0% | +304.3% |
| 5Y | -18.9% | +5.6% | -24.4% | -31.2% |
| All | +244.6% | +378.8% | -134.3% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling