+58.7%
BSX vs HUT
+246.0%
-187.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.1% |
| 7D | -1.0% | +34.9% | -35.9% | -2.1% |
| 30D | +2.1% | -25.9% | +27.9% | +2.8% |
| 3M | -14.0% | -31.7% | +17.7% | -13.4% |
| 6M | -18.3% | -42.2% | +23.9% | -17.6% |
| YTD | -53.6% | +34.9% | -88.5% | -55.3% |
| 1Y | -57.6% | +48.5% | -106.1% | -59.4% |
| 3Y | -14.3% | +471.2% | -485.5% | -26.0% |
| 5Y | +5.1% | -18.9% | +23.9% | -7.0% |
| All | +58.7% | +246.0% | -187.3% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling