+92.3%
MA vs HUT
-31.8%
+124.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.6% | -15.1% | -1.2% |
| 7D | +2.3% | -11.4% | +13.7% | +2.5% |
| 30D | +14.7% | -41.0% | +55.7% | +17.1% |
| 3M | +13.5% | -41.9% | +55.4% | +15.6% |
| 6M | +33.1% | -51.7% | +84.8% | +35.8% |
| YTD | +15.1% | +14.6% | +0.5% | +9.3% |
| 1Y | +18.7% | +21.4% | -2.7% | +11.5% |
| 3Y | +72.1% | +359.8% | -287.7% | +33.5% |
| All | +92.3% | -31.8% | +124.1% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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