+476.3%
MSFT vs HUT
+422.3%
+54.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.2% | -2.4% |
| 7D | -2.7% | +17.8% | -20.5% | -3.8% |
| 30D | +2.7% | +0.8% | +1.9% | +2.4% |
| 3M | +17.0% | -26.8% | +43.7% | +18.4% |
| 6M | +23.8% | +72.6% | -48.7% | +17.6% |
| YTD | +4.0% | +103.6% | -99.6% | -2.8% |
| 1Y | -0.8% | +265.3% | -266.1% | -11.9% |
| 3Y | +55.6% | +689.4% | -633.8% | +24.2% |
| 5Y | +72.9% | +75.3% | -2.4% | +39.8% |
| All | +476.3% | +422.3% | +54.0% | +267.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling