-25.9%
HUT vs JCI
+108.2%
-134.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.8% | +3.5% | +2.1% |
| 7D | +3.7% | -3.4% | +7.1% | +11.1% |
| 30D | -32.3% | -10.1% | -22.2% | -19.8% |
| 3M | -35.6% | -6.8% | -28.9% | -26.6% |
| 6M | -42.1% | +2.0% | -44.1% | -42.4% |
| YTD | +24.1% | +19.2% | +4.9% | +1.5% |
| 1Y | +27.9% | +16.7% | +11.1% | +7.7% |
| 3Y | +409.1% | +194.3% | +214.8% | +35.1% |
| 5Y | -25.9% | +103.0% | -129.0% | -72.7% |
| All | -25.9% | +108.2% | -134.2% | -72.7% |
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 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