+227.4%
HUT vs JCI
+36.6%
+190.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -2.6% |
| 7D | +18.9% | +4.1% | +14.8% | +14.7% |
| 30D | +12.0% | -3.8% | +15.8% | +16.6% |
| 3M | -14.9% | -1.6% | -13.2% | -14.1% |
| 6M | +96.8% | +9.5% | +87.3% | +77.0% |
| YTD | +108.8% | +21.7% | +87.1% | +76.0% |
| 1Y | +227.4% | +37.1% | +190.2% | +148.5% |
| All | +227.4% | +36.6% | +190.7% | +148.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling