+227.4%
HUT vs MTB
+22.9%
+204.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +18.9% | +1.1% | +17.8% | +18.2% |
| 30D | +12.0% | -4.6% | +16.6% | +15.2% |
| 3M | -14.9% | +6.3% | -21.1% | -21.6% |
| 6M | +96.8% | +15.6% | +81.2% | +66.1% |
| YTD | +108.8% | +20.6% | +88.2% | +63.0% |
| 1Y | +227.4% | +22.5% | +204.8% | +118.1% |
| All | +227.4% | +22.9% | +204.5% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling