+239.5%
HUT vs MSI
+452.1%
-212.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.5% | +6.1% | +6.7% |
| 7D | +24.8% | +7.7% | +17.1% | +19.2% |
| 30D | -28.4% | +19.9% | -48.3% | -36.3% |
| 3M | -31.2% | +14.9% | -46.2% | -37.7% |
| 6M | -40.2% | +37.2% | -77.5% | -52.6% |
| YTD | +32.9% | +40.8% | -7.9% | +2.8% |
| 1Y | +39.1% | +38.1% | +0.9% | +9.0% |
| 3Y | +462.8% | +77.7% | +385.1% | +256.2% |
| 5Y | -13.9% | +129.0% | -142.9% | -54.1% |
| All | +239.5% | +452.1% | -212.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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