+796.4%
HUT vs ZBH
-19.7%
+816.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +18.9% | -4.9% | +23.8% | +19.8% |
| 30D | +12.0% | -3.2% | +15.2% | +12.2% |
| 3M | -14.9% | +5.8% | -20.7% | -17.1% |
| 6M | +96.8% | +2.0% | +94.8% | +93.7% |
| YTD | +108.8% | +5.8% | +103.0% | +103.0% |
| 1Y | +227.4% | -7.9% | +235.3% | +231.0% |
| All | +796.4% | -19.7% | +816.2% | +871.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling