+73.3%
XLI vs HUT
+720.6%
-647.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.2% | -5.8% | 0.0% |
| 7D | -1.1% | +17.8% | -18.8% | -2.1% |
| 30D | -5.9% | +0.8% | -6.8% | -6.2% |
| 3M | -0.3% | -26.8% | +26.5% | +0.9% |
| 6M | +0.1% | +72.6% | -72.4% | -4.9% |
| YTD | +13.6% | +103.6% | -90.0% | +6.3% |
| 1Y | +17.2% | +265.3% | -248.1% | +4.7% |
| All | +73.3% | +720.6% | -647.3% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling