+43.4%
XLK vs HUT
+238.9%
-195.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.5% | -0.1% |
| 7D | +0.9% | +17.8% | -16.9% | -1.4% |
| 30D | +0.7% | +0.8% | -0.1% | +0.2% |
| 3M | -2.9% | -26.8% | +23.8% | -0.4% |
| 6M | +34.3% | +72.6% | -38.3% | +22.3% |
| YTD | +30.4% | +103.6% | -73.2% | +15.8% |
| 1Y | +43.4% | +265.3% | -221.9% | +23.9% |
| All | +43.4% | +238.9% | -195.6% | +23.9% |
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