+49.9%
XLE vs HUT
-2.9%
+52.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -23.2% | +18.5% | -4.9% |
| 7D | -7.2% | -29.5% | +22.3% | -7.5% |
| 30D | +0.1% | -45.2% | +45.3% | -0.5% |
| 3M | +9.2% | -51.6% | +60.8% | +8.5% |
| 6M | +8.4% | -37.3% | +45.7% | +8.1% |
| YTD | +44.9% | +6.5% | +38.4% | +40.3% |
| 1Y | +49.9% | +1.7% | +48.1% | +44.9% |
| All | +49.9% | -2.9% | +52.7% | +44.9% |
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 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