+220.1%
HUT vs JCI
+352.3%
-132.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -4.7% |
| 7D | +9.3% | +3.2% | +6.2% | +6.1% |
| 30D | -23.1% | -8.6% | -14.5% | -12.8% |
| 3M | -30.6% | -7.7% | -22.9% | -21.3% |
| 6M | -46.9% | -2.6% | -44.3% | -43.8% |
| YTD | +25.3% | +17.4% | +8.0% | +10.2% |
| 1Y | +59.8% | +16.9% | +42.9% | +41.0% |
| 3Y | +467.2% | +186.7% | +280.4% | +118.5% |
| 5Y | -24.6% | +95.4% | -120.0% | -59.2% |
| All | +220.1% | +352.3% | -132.2% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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