+218.0%
XLE vs HUT
+71.6%
+146.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -1.1% |
| 7D | +2.2% | +17.8% | -15.6% | +1.5% |
| 30D | +11.8% | +0.8% | +10.9% | +11.6% |
| 3M | +9.8% | -26.8% | +36.6% | +10.7% |
| 6M | +15.6% | +72.6% | -57.0% | +10.9% |
| YTD | +45.3% | +103.6% | -58.4% | +37.4% |
| 1Y | +48.3% | +265.3% | -217.0% | +34.4% |
| 3Y | +55.4% | +689.4% | -634.0% | +28.1% |
| All | +218.0% | +71.6% | +146.4% | +164.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling