+22.5%
BMY vs HUT
+772.7%
-750.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.4% | -9.5% | -3.2% |
| 7D | -3.3% | +28.3% | -31.6% | -3.5% |
| 30D | 0.0% | +12.3% | -12.4% | -0.1% |
| 3M | +17.7% | -16.8% | +34.5% | +17.8% |
| 6M | +9.6% | +111.4% | -101.7% | +8.4% |
| YTD | +24.0% | +116.6% | -92.6% | +22.4% |
| 1Y | +45.1% | +290.5% | -245.4% | +41.8% |
| 3Y | +22.5% | +792.3% | -769.8% | +16.4% |
| All | +22.5% | +772.7% | -750.2% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling