+94.1%
HUT vs JCI
+119.7%
-25.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +5.2% |
| 7D | +28.3% | +5.1% | +23.1% | +21.1% |
| 30D | +12.3% | -3.8% | +16.1% | +18.1% |
| 3M | -16.8% | +1.9% | -18.7% | -19.9% |
| 6M | +111.4% | +11.2% | +100.2% | +83.8% |
| YTD | +116.6% | +22.9% | +93.6% | +64.7% |
| 1Y | +290.5% | +37.4% | +253.1% | +157.5% |
| 3Y | +792.3% | +167.8% | +624.5% | +167.7% |
| 5Y | +94.1% | +115.0% | -20.9% | -31.6% |
| All | +94.1% | +119.7% | -25.6% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling