+29.4%
MMM vs HUT
+71.6%
-42.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.0% | -0.2% |
| 7D | -3.3% | +17.8% | -21.1% | -4.3% |
| 30D | -7.0% | +0.8% | -7.9% | -7.2% |
| 3M | +10.8% | -26.8% | +37.6% | +11.9% |
| 6M | +5.8% | +72.6% | -66.8% | +0.6% |
| YTD | +6.8% | +103.6% | -96.9% | -0.1% |
| 1Y | +10.4% | +265.3% | -254.9% | -1.9% |
| 3Y | +104.7% | +689.4% | -584.7% | +62.7% |
| All | +29.4% | +71.6% | -42.2% | +4.0% |
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