+103.5%
XBI vs HUT
+764.1%
-660.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -1.2% |
| 7D | -3.6% | +18.9% | -22.5% | -5.3% |
| 30D | +0.9% | +12.0% | -11.1% | -0.5% |
| 3M | +21.4% | -14.9% | +36.3% | +21.8% |
| 6M | +25.5% | +96.8% | -71.3% | +14.8% |
| YTD | +30.8% | +108.8% | -78.0% | +18.0% |
| 1Y | +68.6% | +227.4% | -158.8% | +43.5% |
| All | +103.5% | +764.1% | -660.7% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling