+420.1%
HUT vs MSCI
+321.2%
+99.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.4% |
| 7D | +17.8% | +0.4% | +17.4% | +17.6% |
| 30D | +0.8% | +0.6% | +0.3% | 0.0% |
| 3M | -26.8% | -7.1% | -19.7% | -25.7% |
| 6M | +72.6% | +0.8% | +71.7% | +63.2% |
| YTD | +103.6% | +1.0% | +102.6% | +90.2% |
| 1Y | +265.3% | +4.3% | +261.0% | +229.8% |
| 3Y | +689.4% | +9.9% | +679.5% | +553.2% |
| 5Y | +75.3% | -6.8% | +82.1% | +66.3% |
| All | +420.1% | +321.2% | +99.0% | +265.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling