+388.5%
HUT vs SOXQ
+288.7%
+99.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +4.6% |
| 7D | +28.3% | +5.3% | +23.0% | +20.1% |
| 30D | +12.3% | -3.7% | +16.0% | +18.7% |
| 3M | -16.8% | -7.8% | -9.0% | -10.3% |
| 6M | +111.4% | +58.4% | +53.0% | +10.4% |
| YTD | +116.6% | +68.1% | +48.4% | +6.7% |
| 1Y | +290.5% | +105.4% | +185.1% | +52.9% |
| 3Y | +792.3% | +239.2% | +553.1% | +64.2% |
| 5Y | +94.1% | +266.9% | -172.8% | -63.5% |
| All | +388.5% | +288.7% | +99.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling