+420.1%
HUT vs ZBH
-11.0%
+431.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.7% |
| 7D | +17.8% | -2.8% | +20.6% | +19.8% |
| 30D | +0.8% | -0.1% | +0.9% | +0.1% |
| 3M | -26.8% | +13.4% | -40.2% | -34.6% |
| 6M | +72.6% | +3.0% | +69.6% | +63.8% |
| YTD | +103.6% | +9.7% | +94.0% | +83.5% |
| 1Y | +265.3% | -5.4% | +270.7% | +256.3% |
| 3Y | +689.4% | -15.6% | +705.0% | +701.7% |
| 5Y | +75.3% | -28.1% | +103.5% | +105.6% |
| All | +420.1% | -11.0% | +431.1% | +344.5% |
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 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