+433.3%
HUT vs IBKR
+432.9%
+0.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.9% |
| 7D | +18.9% | +1.3% | +17.6% | +17.5% |
| 30D | +12.0% | -0.3% | +12.3% | +11.5% |
| 3M | -14.9% | +4.7% | -19.5% | -18.9% |
| 6M | +96.8% | +34.0% | +62.8% | +52.8% |
| YTD | +108.8% | +40.8% | +68.0% | +58.0% |
| 1Y | +227.4% | +45.7% | +181.6% | +147.7% |
| 3Y | +760.3% | +288.4% | +471.9% | +206.0% |
| 5Y | +86.1% | +487.2% | -401.1% | -50.5% |
| All | +433.3% | +432.9% | +0.4% | +20.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling