+220.1%
HUT vs IBN
+289.7%
-69.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.3% |
| 7D | +9.3% | +1.9% | +7.5% | +8.2% |
| 30D | -23.1% | +22.1% | -45.2% | -32.4% |
| 3M | -30.6% | +17.1% | -47.7% | -37.5% |
| 6M | -46.9% | +35.5% | -82.4% | -56.2% |
| YTD | +25.3% | +16.8% | +8.5% | +13.7% |
| 1Y | +59.8% | +12.4% | +47.4% | +48.2% |
| 3Y | +467.2% | +58.0% | +409.2% | +329.3% |
| 5Y | -24.6% | +73.7% | -98.4% | -43.6% |
| All | +220.1% | +289.7% | -69.6% | +75.3% |
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