+15.0%
XLI vs HUT
+218.3%
-203.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.2% |
| 7D | -0.6% | +18.9% | -19.5% | -1.9% |
| 30D | -6.9% | +12.0% | -18.9% | -7.9% |
| 3M | -1.9% | -14.9% | +12.9% | -1.6% |
| 6M | +1.0% | +96.8% | -95.8% | -5.8% |
| YTD | +11.3% | +108.8% | -97.5% | +3.1% |
| All | +15.0% | +218.3% | -203.3% | +5.9% |
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