+478.6%
HUT vs MSFU
+93.3%
+385.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.9% | +16.4% | +15.7% |
| 7D | -11.4% | +2.5% | -13.8% | -15.4% |
| 30D | -41.0% | -1.3% | -39.7% | -41.8% |
| 3M | -41.9% | +8.6% | -50.6% | -47.3% |
| 6M | -51.7% | +48.4% | -100.1% | -66.3% |
| YTD | +14.6% | +1.6% | +13.0% | +0.8% |
| 1Y | +21.4% | -5.8% | +27.2% | +13.1% |
| 3Y | +359.8% | +30.9% | +328.9% | +215.7% |
| All | +478.6% | +93.3% | +385.2% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling