-42.2%
HUT vs XHB
+0.7%
-42.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.4% |
| 7D | +34.9% | -2.4% | +37.3% | +34.6% |
| 30D | -25.9% | +7.1% | -32.9% | -28.1% |
| 3M | -31.7% | -6.0% | -25.8% | -30.5% |
| 6M | -42.2% | +2.1% | -44.3% | -46.7% |
| All | -42.2% | +0.7% | -42.9% | -46.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling