+104.6%
HUT vs IDXX
-26.5%
+131.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +9.1% |
| 7D | +5.4% | -5.7% | +11.1% | +10.5% |
| 30D | +8.6% | -11.5% | +20.2% | +18.8% |
| 3M | -15.2% | -9.5% | -5.7% | -12.0% |
| 6M | +92.9% | -16.0% | +108.8% | +114.9% |
| YTD | +114.6% | -25.4% | +140.0% | +165.5% |
| 1Y | +208.5% | -21.8% | +230.3% | +261.5% |
| 3Y | +821.5% | +7.0% | +814.5% | +594.5% |
| All | +104.6% | -26.5% | +131.1% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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