+125.2%
XBI vs HUT
+445.7%
-320.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.1% | +6.7% | +0.2% |
| 7D | -1.1% | +9.3% | -10.4% | -2.0% |
| 30D | +2.6% | -23.1% | +25.7% | +4.3% |
| 3M | -4.0% | -30.6% | +26.6% | -2.1% |
| 6M | +10.9% | -46.9% | +57.8% | +14.8% |
| YTD | +23.6% | +25.3% | -1.7% | +15.6% |
| 1Y | +35.1% | +59.8% | -24.7% | +22.8% |
| 3Y | +125.2% | +467.2% | -342.0% | +70.9% |
| All | +125.2% | +445.7% | -320.5% | +70.9% |
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