-33.8%
HUT vs MSI
+118.7%
-152.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.5% | +15.1% | +14.9% |
| 7D | -11.4% | +4.7% | -16.0% | -14.7% |
| 30D | -41.0% | +14.8% | -55.8% | -47.4% |
| 3M | -41.9% | +8.8% | -50.7% | -46.5% |
| 6M | -51.7% | +19.3% | -71.0% | -60.0% |
| YTD | +14.6% | +35.3% | -20.7% | -16.4% |
| 1Y | +21.4% | +33.8% | -12.4% | -10.4% |
| 3Y | +359.8% | +74.4% | +285.4% | +119.3% |
| All | -33.8% | +118.7% | -152.5% | -79.5% |
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