+113.9%
SOXX vs HUT
+238.9%
-125.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.7% | +2.1% |
| 7D | +2.2% | +17.8% | -15.6% | -1.6% |
| 30D | -2.0% | +0.8% | -2.9% | -2.8% |
| 3M | -13.7% | -26.8% | +13.1% | -9.4% |
| 6M | +52.4% | +72.6% | -20.2% | +33.2% |
| YTD | +72.8% | +103.6% | -30.8% | +45.3% |
| 1Y | +113.9% | +265.3% | -151.4% | +72.7% |
| All | +113.9% | +238.9% | -125.0% | +72.7% |
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