+104.6%
HUT vs IBKR
+495.5%
-390.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.6% | +6.2% |
| 7D | +5.4% | -1.3% | +6.8% | +7.2% |
| 30D | +8.6% | -0.2% | +8.9% | +7.9% |
| 3M | -15.2% | +3.0% | -18.2% | -19.5% |
| 6M | +92.9% | +33.9% | +59.0% | +37.8% |
| YTD | +114.6% | +42.5% | +72.1% | +45.2% |
| 1Y | +208.5% | +44.9% | +163.6% | +111.6% |
| 3Y | +821.5% | +293.0% | +528.5% | +112.2% |
| All | +104.6% | +495.5% | -390.9% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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