+86.3%
HUT vs QLD
+121.5%
-35.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +5.8% |
| 7D | +17.8% | +0.6% | +17.2% | +17.2% |
| 30D | +0.8% | -0.1% | +1.0% | +0.8% |
| 3M | -26.8% | -8.4% | -18.4% | -19.8% |
| 6M | +72.6% | +32.2% | +40.4% | +24.9% |
| YTD | +103.6% | +28.9% | +74.7% | +54.1% |
| 1Y | +265.3% | +43.8% | +221.4% | +152.4% |
| 3Y | +689.4% | +176.6% | +512.8% | +160.6% |
| All | +86.3% | +121.5% | -35.2% | -10.1% |
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