+359.8%
HUT vs MSCI
+33.6%
+326.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.3% | +16.9% | +15.0% |
| 7D | -11.4% | +2.8% | -14.2% | -12.3% |
| 30D | -41.0% | +15.4% | -56.5% | -43.4% |
| 3M | -41.9% | +13.4% | -55.3% | -44.1% |
| 6M | -51.7% | +10.9% | -62.6% | -54.2% |
| YTD | +14.6% | +13.0% | +1.6% | +6.8% |
| 1Y | +21.4% | +12.0% | +9.4% | +13.7% |
| 3Y | +359.8% | +34.1% | +325.7% | +335.1% |
| All | +359.8% | +33.6% | +326.2% | +335.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling