+86.1%
HUT vs XEL
+29.4%
+56.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.4% |
| 7D | +18.9% | +0.9% | +18.0% | +18.7% |
| 30D | +12.0% | -0.9% | +12.9% | +12.2% |
| 3M | -14.9% | -1.4% | -13.4% | -14.7% |
| 6M | +96.8% | -5.8% | +102.6% | +98.2% |
| YTD | +108.8% | +4.7% | +104.1% | +106.1% |
| 1Y | +227.4% | +9.1% | +218.3% | +221.0% |
| 3Y | +760.3% | +47.8% | +712.4% | +679.3% |
| 5Y | +86.1% | +29.0% | +57.1% | +101.1% |
| All | +86.1% | +29.4% | +56.6% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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