+84.7%
SYK vs HUT
+435.6%
-350.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.2% |
| 7D | -11.8% | +18.9% | -30.7% | -12.6% |
| 30D | -20.4% | +12.0% | -32.3% | -21.0% |
| 3M | -12.1% | -14.9% | +2.8% | -12.0% |
| 6M | -24.3% | +96.8% | -121.1% | -28.2% |
| YTD | -21.2% | +108.8% | -130.0% | -26.0% |
| 1Y | -29.2% | +227.4% | -256.5% | -35.9% |
| 3Y | -2.1% | +760.3% | -762.3% | -21.2% |
| 5Y | +4.7% | +86.1% | -81.3% | -14.0% |
| All | +84.7% | +435.6% | -350.8% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling