+42.9%
BMY vs HUT
+259.6%
-216.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.5% |
| 7D | -4.8% | +18.9% | -23.7% | -4.7% |
| 30D | -0.7% | +12.0% | -12.6% | -0.6% |
| 3M | +15.3% | -14.9% | +30.2% | +15.4% |
| 6M | +8.5% | +96.8% | -88.3% | +8.0% |
| YTD | +23.4% | +108.8% | -85.3% | +22.5% |
| 1Y | +42.9% | +227.4% | -184.5% | +39.9% |
| All | +42.9% | +259.6% | -216.7% | +39.9% |
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