+42.4%
XLE vs HUT
+33.5%
+8.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.6% | -5.7% | +1.9% |
| 7D | -0.2% | +24.8% | -25.0% | -0.1% |
| 30D | -4.0% | -28.4% | +24.4% | -4.4% |
| 3M | +4.6% | -31.2% | +35.8% | +4.2% |
| 6M | +12.3% | -40.2% | +52.6% | +12.0% |
| YTD | +44.5% | +32.9% | +11.6% | +39.5% |
| 1Y | +42.4% | +39.1% | +3.4% | +36.4% |
| All | +42.4% | +33.5% | +8.9% | +36.4% |
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