+47.7%
XLE vs HUT
+47.0%
+0.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.1% | +8.1% | +0.9% |
| 7D | +5.4% | +9.3% | -3.9% | +5.5% |
| 30D | -3.9% | -23.1% | +19.2% | -4.2% |
| 3M | +7.0% | -30.6% | +37.6% | +6.6% |
| 6M | +14.2% | -46.9% | +61.1% | +13.9% |
| YTD | +48.2% | +25.3% | +22.9% | +42.8% |
| 1Y | +47.7% | +59.8% | -12.1% | +38.8% |
| All | +47.7% | +47.0% | +0.7% | +38.8% |
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