+94.1%
HUT vs IBN
+56.7%
+37.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.5% | +8.9% | +9.3% |
| 7D | +28.3% | -2.2% | +30.4% | +31.2% |
| 30D | +12.3% | -2.3% | +14.6% | +15.0% |
| 3M | -16.8% | +15.9% | -32.7% | -30.9% |
| 6M | +111.4% | +5.6% | +105.8% | +98.9% |
| YTD | +116.6% | -0.1% | +116.6% | +115.6% |
| 1Y | +290.5% | -6.5% | +297.0% | +313.6% |
| 3Y | +792.3% | +29.3% | +763.0% | +476.2% |
| 5Y | +94.1% | +56.6% | +37.6% | +2.2% |
| All | +94.1% | +56.7% | +37.4% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling