+821.5%
HUT vs SOXQ
+232.9%
+588.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.1% | +6.8% |
| 7D | +5.4% | +0.8% | +4.6% | +4.8% |
| 30D | +8.6% | -4.6% | +13.2% | +15.5% |
| 3M | -15.2% | -10.2% | -5.1% | -6.4% |
| 6M | +92.9% | +49.7% | +43.2% | +17.3% |
| YTD | +114.6% | +67.2% | +47.4% | +17.5% |
| 1Y | +208.5% | +98.0% | +110.5% | +45.9% |
| 3Y | +821.5% | +237.2% | +584.3% | +254.0% |
| All | +821.5% | +232.9% | +588.6% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling