+220.1%
HUT vs XHB
+167.8%
+52.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.8% |
| 7D | +9.3% | -0.2% | +9.6% | +9.6% |
| 30D | -23.1% | +9.9% | -33.0% | -33.0% |
| 3M | -30.6% | -6.3% | -24.3% | -28.6% |
| 6M | -46.9% | +3.8% | -50.7% | -51.8% |
| YTD | +25.3% | +0.1% | +25.2% | +20.5% |
| 1Y | +59.8% | -0.8% | +60.6% | +54.0% |
| 3Y | +467.2% | +35.6% | +431.6% | +291.3% |
| 5Y | -24.6% | +29.6% | -54.2% | -43.6% |
| All | +220.1% | +167.8% | +52.3% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling