+420.1%
HUT vs JCI
+369.2%
+51.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.9% | +4.3% | +4.2% |
| 7D | +17.8% | +3.8% | +14.0% | +13.6% |
| 30D | +0.8% | -5.7% | +6.5% | +7.2% |
| 3M | -26.8% | -1.4% | -25.4% | -26.2% |
| 6M | +72.6% | +4.1% | +68.4% | +65.7% |
| YTD | +103.6% | +21.7% | +81.9% | +65.3% |
| 1Y | +265.3% | +36.1% | +229.1% | +164.7% |
| 3Y | +689.4% | +154.4% | +535.0% | +225.2% |
| 5Y | +75.3% | +112.0% | -36.7% | -15.4% |
| All | +420.1% | +369.2% | +51.0% | +35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling