+526.6%
HUT vs MSFU
+103.9%
+422.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.5% | +2.8% | +5.0% |
| 7D | +3.7% | +14.6% | -10.9% | -7.7% |
| 30D | -32.3% | +2.1% | -34.4% | -34.6% |
| 3M | -35.6% | +14.7% | -50.3% | -43.3% |
| 6M | -42.1% | +55.7% | -97.8% | -60.6% |
| YTD | +24.1% | +7.1% | +17.0% | +5.9% |
| 1Y | +27.9% | -0.5% | +28.4% | +15.4% |
| 3Y | +409.1% | +35.7% | +373.4% | +244.1% |
| All | +526.6% | +103.9% | +422.7% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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