+71.6%
BSX vs HUT
+422.3%
-350.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.2% | -4.4% | +1.6% |
| 7D | +2.0% | +17.8% | -15.7% | +1.4% |
| 30D | +0.1% | +0.8% | -0.7% | -0.1% |
| 3M | -2.1% | -26.8% | +24.6% | -1.5% |
| 6M | -33.8% | +72.6% | -106.4% | -36.1% |
| YTD | -49.9% | +103.6% | -153.5% | -52.1% |
| 1Y | -55.4% | +265.3% | -320.7% | -58.9% |
| 3Y | -10.9% | +689.4% | -700.3% | -23.7% |
| 5Y | +6.4% | +75.3% | -68.9% | -8.1% |
| All | +71.6% | +422.3% | -350.7% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling