-5.3%
SYK vs HUT
-2.9%
-2.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -23.2% | +32.6% | +8.2% |
| 7D | +11.7% | -29.5% | +41.3% | +10.3% |
| 30D | +19.1% | -45.2% | +64.3% | +16.7% |
| 3M | +1.4% | -51.6% | +53.0% | -0.7% |
| 6M | +17.4% | -37.3% | +54.8% | +15.3% |
| YTD | -2.5% | +6.5% | -9.1% | -3.7% |
| 1Y | -5.3% | +1.7% | -7.0% | -6.4% |
| All | -5.3% | -2.9% | -2.4% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 1y: compounded portfolio wealth divided by compounded HUT 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…
1y analysis · Full analysis span regression · 6 months rolling