+9.0%
MSFT vs HUT
-2.9%
+11.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -23.2% | +29.9% | +8.1% |
| 7D | +4.7% | -29.5% | +34.2% | +6.5% |
| 30D | +5.8% | -45.2% | +51.0% | +9.4% |
| 3M | +13.0% | -51.6% | +64.6% | +17.4% |
| 6M | +34.9% | -37.3% | +72.2% | +36.1% |
| YTD | +15.7% | +6.5% | +9.1% | +12.0% |
| 1Y | +9.0% | +1.7% | +7.2% | +5.3% |
| All | +9.0% | -2.9% | +11.8% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling