+265.3%
HUT vs IBB
+51.5%
+213.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +7.5% |
| 7D | +17.8% | +1.4% | +16.4% | +15.2% |
| 30D | +0.8% | +10.5% | -9.6% | -16.0% |
| 3M | -26.8% | +23.6% | -50.4% | -52.8% |
| 6M | +72.6% | +22.6% | +49.9% | +15.5% |
| YTD | +103.6% | +25.7% | +77.9% | +30.3% |
| 1Y | +265.3% | +51.4% | +213.9% | +94.5% |
| All | +265.3% | +51.5% | +213.8% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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