+448.2%
HUT vs JBL
+1,111.3%
-663.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.0% | +3.8% | +4.7% |
| 7D | +5.4% | +2.4% | +3.0% | +3.7% |
| 30D | +8.6% | -13.1% | +21.7% | +21.9% |
| 3M | -15.2% | -15.6% | +0.4% | -2.8% |
| 6M | +92.9% | +24.6% | +68.3% | +69.5% |
| YTD | +114.6% | +39.6% | +75.0% | +72.6% |
| 1Y | +208.5% | +48.6% | +159.9% | +140.2% |
| 3Y | +821.5% | +197.3% | +624.2% | +305.9% |
| 5Y | +101.8% | +413.0% | -311.1% | -36.8% |
| All | +448.2% | +1,111.3% | -663.1% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling