-36.7%
HUT vs QLD
+61.4%
-98.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -12.7% | +6.6% | +9.1% |
| 7D | -30.8% | -18.6% | -12.3% | -12.7% |
| 30D | -50.2% | -28.3% | -21.9% | -25.6% |
| 3M | -50.5% | -20.4% | -30.1% | -34.6% |
| 6M | -42.9% | -14.3% | -28.6% | -31.4% |
| YTD | 0.0% | +2.8% | -2.7% | -0.2% |
| 1Y | -2.2% | -1.2% | -1.0% | +3.6% |
| 3Y | +289.4% | +135.3% | +154.1% | +56.8% |
| 5Y | -36.7% | +62.6% | -99.3% | -58.4% |
| All | -36.7% | +61.4% | -98.1% | -58.4% |
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