+217.0%
HUT vs MSCI
+375.1%
-158.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.8% | +7.5% | +7.7% |
| 7D | +3.7% | +1.5% | +2.2% | +1.2% |
| 30D | -32.3% | +14.4% | -46.7% | -39.7% |
| 3M | -35.6% | +15.2% | -50.8% | -43.4% |
| 6M | -42.1% | +11.2% | -53.3% | -49.7% |
| YTD | +24.1% | +13.9% | +10.2% | +4.0% |
| 1Y | +27.9% | +12.5% | +15.4% | +8.5% |
| 3Y | +409.1% | +32.3% | +376.8% | +257.3% |
| 5Y | -25.9% | +4.9% | -30.8% | -36.8% |
| All | +217.0% | +375.1% | -158.1% | +99.7% |
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