+12.3%
XLI vs HUT
-2.9%
+15.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -23.2% | +22.1% | +0.7% |
| 7D | +0.6% | -29.5% | +30.1% | +2.9% |
| 30D | -0.4% | -45.2% | +44.8% | +3.7% |
| 3M | -8.8% | -51.6% | +42.8% | -4.5% |
| 6M | -0.4% | -37.3% | +36.9% | +0.5% |
| YTD | +10.1% | +6.5% | +3.6% | +5.5% |
| 1Y | +12.3% | +1.7% | +10.6% | +7.8% |
| All | +12.3% | -2.9% | +15.2% | +7.8% |
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