+746.7%
HUT vs JBL
+181.3%
+565.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.8% | -3.2% |
| 7D | +2.8% | -1.0% | +3.9% | +3.9% |
| 30D | +2.1% | -15.1% | +17.1% | +17.1% |
| 3M | -14.3% | -14.0% | -0.2% | -3.0% |
| 6M | +84.2% | +20.6% | +63.6% | +67.4% |
| YTD | +97.2% | +32.9% | +64.3% | +67.3% |
| 1Y | +192.7% | +40.5% | +152.2% | +142.2% |
| All | +746.7% | +181.3% | +565.5% | +381.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling