-1.0%
BSX vs HUT
+78.5%
-79.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.5% | +0.1% |
| 7D | -7.0% | +18.9% | -25.9% | -7.8% |
| 30D | -10.9% | +12.0% | -22.9% | -11.5% |
| 3M | -8.2% | -14.9% | +6.7% | -8.1% |
| 6M | -37.5% | +96.8% | -134.3% | -40.6% |
| YTD | -52.8% | +108.8% | -161.6% | -55.6% |
| 1Y | -58.4% | +227.4% | -285.8% | -62.3% |
| 3Y | -16.5% | +760.3% | -776.8% | -33.0% |
| 5Y | -1.0% | +86.1% | -87.1% | -19.1% |
| All | -1.0% | +78.5% | -79.4% | -19.1% |
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