+94.1%
HUT vs JAAA
+26.4%
+67.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +28.3% | +0.1% | +28.2% | +27.9% |
| 30D | +12.3% | +0.5% | +11.9% | +10.7% |
| 3M | -16.8% | +1.2% | -18.0% | -20.0% |
| 6M | +111.4% | +2.8% | +108.5% | +93.2% |
| YTD | +116.6% | +3.2% | +113.4% | +96.8% |
| 1Y | +290.5% | +4.8% | +285.6% | +241.5% |
| 3Y | +792.3% | +19.0% | +773.3% | +642.6% |
| 5Y | +94.1% | +26.8% | +67.3% | +40.4% |
| All | +94.1% | +26.4% | +67.7% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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