+433.3%
HUT vs IBN
+227.6%
+205.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.6% |
| 7D | +18.9% | -5.1% | +24.0% | +22.5% |
| 30D | +12.0% | -3.5% | +15.5% | +14.2% |
| 3M | -14.9% | +11.3% | -26.2% | -20.2% |
| 6M | +96.8% | +4.4% | +92.4% | +93.1% |
| YTD | +108.8% | -1.8% | +110.6% | +111.9% |
| 1Y | +227.4% | -8.0% | +235.4% | +242.7% |
| 3Y | +760.3% | +27.1% | +733.2% | +648.3% |
| 5Y | +86.1% | +54.5% | +31.6% | +53.5% |
| All | +433.3% | +227.6% | +205.7% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling