+501.6%
HUT vs XHB
+37.2%
+464.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.6% | +7.6% |
| 7D | +24.8% | -4.1% | +28.9% | +29.4% |
| 30D | -28.4% | +9.6% | -38.0% | -36.6% |
| 3M | -31.2% | -6.0% | -25.2% | -29.2% |
| 6M | -40.2% | +2.2% | -42.4% | -44.7% |
| YTD | +32.9% | +1.1% | +31.8% | +26.8% |
| 1Y | +39.1% | -1.7% | +40.8% | +35.9% |
| All | +501.6% | +37.2% | +464.4% | +429.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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