+94.1%
HUT vs XHB
+37.2%
+56.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.8% | +9.4% |
| 7D | +28.3% | +0.2% | +28.1% | +27.8% |
| 30D | +12.3% | -9.1% | +21.4% | +25.8% |
| 3M | -16.8% | -2.3% | -14.5% | -17.3% |
| 6M | +111.4% | -4.1% | +115.5% | +120.6% |
| YTD | +116.6% | -1.7% | +118.3% | +118.0% |
| 1Y | +290.5% | -15.1% | +305.6% | +367.9% |
| 3Y | +792.3% | +26.8% | +765.5% | +472.5% |
| 5Y | +94.1% | +37.3% | +56.8% | +26.0% |
| All | +94.1% | +37.2% | +56.9% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling