+52.5%
SOXX vs HUT
-2.9%
+55.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -23.2% | +20.1% | +2.7% |
| 7D | -13.7% | -29.5% | +15.8% | -6.7% |
| 30D | -23.6% | -45.2% | +21.6% | -12.5% |
| 3M | -16.9% | -51.6% | +34.7% | -2.8% |
| 6M | -2.4% | -37.3% | +34.9% | +6.5% |
| YTD | +49.8% | +6.5% | +43.3% | +44.9% |
| 1Y | +52.5% | +1.7% | +50.8% | +48.5% |
| All | +52.5% | -2.9% | +55.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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