+73.1%
MA vs HUT
+71.6%
+1.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.4% |
| 7D | -2.7% | +17.8% | -20.5% | -3.6% |
| 30D | +1.5% | +0.8% | +0.7% | +1.3% |
| 3M | +20.4% | -26.8% | +47.2% | +21.5% |
| 6M | +11.1% | +72.6% | -61.4% | +5.3% |
| YTD | +2.0% | +103.6% | -101.7% | -5.2% |
| 1Y | -2.2% | +265.3% | -267.4% | -14.3% |
| 3Y | +41.9% | +689.4% | -647.5% | +8.0% |
| All | +73.1% | +71.6% | +1.4% | +33.6% |
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