+21.6%
MCD vs HUT
+71.6%
-50.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.2% | -7.7% | -1.6% |
| 7D | -2.8% | +17.8% | -20.6% | -3.0% |
| 30D | -6.0% | +0.8% | -6.9% | -6.1% |
| 3M | -5.6% | -26.8% | +21.2% | -5.4% |
| 6M | -21.9% | +72.6% | -94.4% | -22.8% |
| YTD | -14.7% | +103.6% | -118.3% | -16.1% |
| 1Y | -17.3% | +265.3% | -282.5% | -19.8% |
| 3Y | -2.2% | +689.4% | -691.6% | -9.2% |
| All | +21.6% | +71.6% | -50.0% | +10.8% |
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