+85.5%
HUT vs BDX
-3.5%
+88.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.7% | -5.1% |
| 7D | +2.8% | -5.4% | +8.3% | +4.3% |
| 30D | +2.1% | -2.2% | +4.2% | +2.4% |
| 3M | -14.3% | +20.1% | -34.3% | -20.0% |
| 6M | +84.2% | +9.1% | +75.2% | +78.1% |
| YTD | +97.2% | +17.9% | +79.3% | +84.3% |
| 1Y | +192.7% | +22.1% | +170.7% | +169.5% |
| 3Y | +712.6% | -10.5% | +723.1% | +745.1% |
| 5Y | +85.5% | -2.6% | +88.1% | +79.3% |
| All | +85.5% | -3.5% | +88.9% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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