-21.3%
HUT vs JD
-63.0%
+41.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.5% | -8.6% | -7.9% |
| 7D | +9.3% | -4.1% | +13.5% | +11.4% |
| 30D | -23.1% | +4.6% | -27.7% | -25.5% |
| 3M | -30.6% | -4.7% | -25.9% | -29.6% |
| 6M | -46.9% | -17.4% | -29.5% | -42.5% |
| YTD | +25.3% | +0.7% | +24.6% | +22.9% |
| 1Y | +59.8% | -5.9% | +65.7% | +62.4% |
| 3Y | +467.2% | +18.9% | +448.3% | +385.5% |
| All | -21.3% | -63.0% | +41.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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