+420.1%
HUT vs JBL
+1,082.7%
-662.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +5.0% |
| 7D | +17.8% | +3.0% | +14.8% | +15.2% |
| 30D | +0.8% | -8.3% | +9.1% | +7.9% |
| 3M | -26.8% | -16.9% | -9.9% | -14.6% |
| 6M | +72.6% | +21.8% | +50.8% | +54.5% |
| YTD | +103.6% | +36.3% | +67.3% | +66.5% |
| 1Y | +265.3% | +49.5% | +215.8% | +183.1% |
| 3Y | +689.4% | +170.6% | +518.8% | +273.4% |
| 5Y | +75.3% | +408.4% | -333.0% | -44.7% |
| All | +420.1% | +1,082.7% | -662.6% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling