+192.7%
HUT vs MSI
+430.7%
-238.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.5% | +15.1% | +14.9% |
| 7D | -11.4% | +4.7% | -16.0% | -14.1% |
| 30D | -41.0% | +14.8% | -55.8% | -46.2% |
| 3M | -41.9% | +8.8% | -50.7% | -45.6% |
| 6M | -51.7% | +19.3% | -71.0% | -58.3% |
| YTD | +14.6% | +35.3% | -20.7% | -9.3% |
| 1Y | +21.4% | +33.8% | -12.4% | -3.1% |
| 3Y | +359.8% | +74.4% | +285.4% | +192.8% |
| 5Y | -27.5% | +120.5% | -148.0% | -60.5% |
| All | +192.7% | +430.7% | -238.0% | +31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling