-13.9%
HUT vs SPXS
-83.8%
+69.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.9% | +11.5% | +3.5% |
| 7D | +24.8% | +1.5% | +23.3% | +28.9% |
| 30D | -28.4% | +6.3% | -34.7% | -21.6% |
| 3M | -31.2% | +4.2% | -35.5% | -25.2% |
| 6M | -40.2% | -7.9% | -32.3% | -40.4% |
| YTD | +32.9% | -27.5% | +60.4% | +14.8% |
| 1Y | +39.1% | -27.0% | +66.1% | +24.3% |
| 3Y | +462.8% | -80.5% | +543.3% | +118.2% |
| 5Y | -13.9% | -84.0% | +70.1% | -44.9% |
| All | -13.9% | -83.8% | +69.9% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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