+86.3%
HUT vs MSI
+103.4%
-17.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.9% |
| 7D | +17.8% | -3.7% | +21.5% | +20.8% |
| 30D | +0.8% | +6.8% | -6.0% | -5.5% |
| 3M | -26.8% | +14.3% | -41.1% | -36.2% |
| 6M | +72.6% | -1.6% | +74.1% | +71.2% |
| YTD | +103.6% | +22.8% | +80.8% | +63.4% |
| 1Y | +265.3% | -1.1% | +266.4% | +254.6% |
| 3Y | +689.4% | +70.5% | +618.9% | +284.7% |
| All | +86.3% | +103.4% | -17.1% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling