+800.9%
SOXX vs HUT
+450.5%
+350.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.8% | -7.0% | +0.8% |
| 7D | +1.4% | +5.4% | -4.0% | +0.7% |
| 30D | -3.6% | +8.6% | -12.2% | -4.8% |
| 3M | -10.2% | -15.2% | +5.1% | -9.2% |
| 6M | +54.2% | +92.9% | -38.6% | +41.5% |
| YTD | +75.2% | +114.6% | -39.4% | +57.8% |
| 1Y | +107.5% | +208.5% | -101.0% | +77.3% |
| 3Y | +226.8% | +821.5% | -594.7% | +131.5% |
| 5Y | +251.2% | +101.8% | +149.4% | +157.7% |
| All | +800.9% | +450.5% | +350.3% | +392.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling