-33.8%
HUT vs QLD
+66.7%
-100.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.5% | +12.0% | +11.5% |
| 7D | -11.4% | -10.3% | -1.1% | -0.4% |
| 30D | -41.0% | -26.1% | -15.0% | -14.8% |
| 3M | -41.9% | -17.8% | -24.2% | -26.1% |
| 6M | -51.7% | -15.6% | -36.1% | -41.3% |
| YTD | +14.6% | +5.4% | +9.2% | +11.3% |
| 1Y | +21.4% | +5.2% | +16.2% | +19.5% |
| 3Y | +359.8% | +139.4% | +220.4% | +81.9% |
| All | -33.8% | +66.7% | -100.5% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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