+792.3%
HUT vs MTB
+118.5%
+673.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +6.9% | +6.9% |
| 7D | +28.3% | +2.8% | +25.5% | +25.4% |
| 30D | +12.3% | -4.2% | +16.5% | +16.2% |
| 3M | -16.8% | +7.8% | -24.6% | -23.8% |
| 6M | +111.4% | +14.8% | +96.5% | +83.1% |
| YTD | +116.6% | +20.8% | +95.8% | +77.4% |
| 1Y | +290.5% | +23.1% | +267.3% | +214.2% |
| 3Y | +792.3% | +114.8% | +677.5% | +459.6% |
| All | +792.3% | +118.5% | +673.7% | +459.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling