+86.1%
HUT vs JBL
+410.1%
-324.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.3% |
| 7D | +18.9% | +4.0% | +14.9% | +14.5% |
| 30D | +12.0% | -7.5% | +19.5% | +20.7% |
| 3M | -14.9% | -14.1% | -0.8% | -1.4% |
| 6M | +96.8% | +25.9% | +70.9% | +62.9% |
| YTD | +108.8% | +36.7% | +72.1% | +58.5% |
| 1Y | +227.4% | +49.0% | +178.4% | +132.2% |
| 3Y | +760.3% | +191.8% | +568.5% | +162.9% |
| 5Y | +86.1% | +409.8% | -323.7% | -73.3% |
| All | +86.1% | +410.1% | -324.0% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling