+1,315.7%
MU vs HUT
+71.6%
+1,244.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.2% | -0.1% | +4.8% |
| 7D | +9.0% | +17.8% | -8.8% | +5.2% |
| 30D | +13.8% | +0.8% | +13.0% | +13.1% |
| 3M | +2.1% | -26.8% | +28.9% | +8.2% |
| 6M | +153.8% | +72.6% | +81.2% | +125.7% |
| YTD | +256.4% | +103.6% | +152.8% | +203.4% |
| 1Y | +719.8% | +265.3% | +454.5% | +514.4% |
| 3Y | +1,360.4% | +689.4% | +671.0% | +748.1% |
| All | +1,315.7% | +71.6% | +1,244.0% | +835.0% |
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