+5.0%
SYK vs HUT
+90.5%
-85.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.5% | +3.6% | -1.7% |
| 7D | -12.3% | +2.8% | -15.2% | -12.5% |
| 30D | -22.4% | +2.1% | -24.5% | -22.7% |
| 3M | -12.3% | -14.3% | +1.9% | -12.3% |
| 6M | -24.3% | +84.2% | -108.5% | -28.3% |
| YTD | -22.8% | +97.2% | -120.0% | -27.7% |
| 1Y | -28.8% | +192.7% | -221.5% | -36.1% |
| 3Y | -4.0% | +712.6% | -716.5% | -26.5% |
| All | +5.0% | +90.5% | -85.5% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling