+118.9%
MCD vs HUT
+194.0%
-75.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +14.6% | -15.1% | -0.9% |
| 7D | +7.1% | -11.4% | +18.5% | +7.2% |
| 30D | +19.8% | -41.0% | +60.8% | +20.9% |
| 3M | +0.8% | -41.9% | +42.7% | +1.6% |
| 6M | -1.3% | -51.7% | +50.4% | -0.4% |
| YTD | -7.8% | +14.6% | -22.4% | -9.6% |
| 1Y | -5.0% | +21.4% | -26.3% | -7.3% |
| 3Y | +10.5% | +359.8% | -349.3% | -0.4% |
| 5Y | +22.0% | -27.5% | +49.5% | +13.2% |
| All | +118.9% | +194.0% | -75.1% | +58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling