+384.2%
HUT vs SOXQ
+286.7%
+97.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.1% | +6.5% |
| 7D | +5.4% | +0.8% | +4.6% | +4.7% |
| 30D | +8.6% | -4.6% | +13.2% | +16.4% |
| 3M | -15.2% | -10.2% | -5.1% | -5.5% |
| 6M | +92.9% | +49.7% | +43.2% | +9.0% |
| YTD | +114.6% | +67.2% | +47.4% | +6.7% |
| 1Y | +208.5% | +98.0% | +110.5% | +26.8% |
| 3Y | +821.5% | +237.2% | +584.3% | +71.4% |
| 5Y | +101.8% | +261.3% | -159.4% | -61.1% |
| All | +384.2% | +286.7% | +97.5% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling