+41.6%
XLE vs HUT
+20.9%
+20.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.4% |
| 7D | -6.7% | -10.9% | +4.2% | -6.8% |
| 30D | -4.4% | -32.6% | +28.2% | -4.9% |
| 3M | +4.0% | -33.7% | +37.7% | +3.6% |
| 6M | +13.2% | -42.3% | +55.5% | +12.8% |
| YTD | +41.9% | +23.6% | +18.3% | +37.3% |
| 1Y | +41.6% | +20.4% | +21.3% | +36.7% |
| All | +41.6% | +20.9% | +20.7% | +36.7% |
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