+85.5%
HUT vs SOXQ
+251.3%
-165.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.6% | -2.9% | -2.1% |
| 7D | +2.8% | +2.3% | +0.5% | 0.0% |
| 30D | +2.1% | -3.9% | +6.0% | +8.2% |
| 3M | -14.3% | -4.7% | -9.5% | -11.9% |
| 6M | +84.2% | +47.9% | +36.3% | +5.6% |
| YTD | +97.2% | +64.3% | +32.9% | +0.2% |
| 1Y | +192.7% | +95.7% | +97.0% | +22.1% |
| 3Y | +712.6% | +231.5% | +481.0% | +54.5% |
| 5Y | +85.5% | +255.0% | -169.5% | -63.2% |
| All | +85.5% | +251.3% | -165.8% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling