+467.2%
HUT vs XRT
+58.7%
+408.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.6% |
| 7D | +9.3% | +1.7% | +7.6% | +7.0% |
| 30D | -23.1% | +7.5% | -30.6% | -33.7% |
| 3M | -30.6% | +2.2% | -32.8% | -36.3% |
| 6M | -46.9% | +14.7% | -61.5% | -60.8% |
| YTD | +25.3% | +7.5% | +17.8% | +5.7% |
| 1Y | +59.8% | +14.1% | +45.7% | +22.7% |
| 3Y | +467.2% | +58.8% | +408.4% | +236.4% |
| All | +467.2% | +58.7% | +408.5% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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