+21.4%
HUT vs IBB
+35.8%
-14.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.7% | +12.8% | +12.3% |
| 7D | -11.4% | -1.8% | -9.5% | -9.8% |
| 30D | -41.0% | +5.1% | -46.1% | -44.9% |
| 3M | -41.9% | +10.7% | -52.6% | -51.8% |
| 6M | -51.7% | +22.9% | -74.6% | -68.4% |
| YTD | +14.6% | +26.7% | -12.1% | -28.4% |
| 1Y | +21.4% | +35.1% | -13.7% | -34.4% |
| All | +21.4% | +35.8% | -14.4% | -34.4% |
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