+220.1%
HUT vs ZBH
-6.1%
+226.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.3% | -5.8% | -6.4% |
| 7D | +9.3% | -2.3% | +11.6% | +10.8% |
| 30D | -23.1% | +12.5% | -35.6% | -30.7% |
| 3M | -30.6% | +3.9% | -34.5% | -35.2% |
| 6M | -46.9% | +25.4% | -72.3% | -57.4% |
| YTD | +25.3% | +15.7% | +9.6% | +5.1% |
| 1Y | +59.8% | +15.2% | +44.7% | +34.3% |
| 3Y | +467.2% | +0.3% | +466.9% | +386.8% |
| 5Y | -24.6% | -16.1% | -8.6% | -22.8% |
| All | +220.1% | -6.1% | +226.2% | +154.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling