+290.5%
HUT vs XLB
+14.8%
+275.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.3% | +7.9% |
| 7D | +28.3% | -0.2% | +28.5% | +28.5% |
| 30D | +12.3% | -1.7% | +14.0% | +14.9% |
| 3M | -16.8% | +4.4% | -21.2% | -27.8% |
| 6M | +111.4% | +5.0% | +106.3% | +88.0% |
| YTD | +116.6% | +15.5% | +101.1% | +71.9% |
| 1Y | +290.5% | +14.9% | +275.5% | +189.3% |
| All | +290.5% | +14.8% | +275.7% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling