+420.1%
HUT vs IBN
+242.1%
+178.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.6% |
| 7D | +17.8% | +1.4% | +16.4% | +16.8% |
| 30D | +0.8% | -0.3% | +1.2% | +1.0% |
| 3M | -26.8% | +17.1% | -43.9% | -33.4% |
| 6M | +72.6% | +3.4% | +69.2% | +70.4% |
| YTD | +103.6% | +2.5% | +101.1% | +101.6% |
| 1Y | +265.3% | -4.2% | +269.4% | +273.5% |
| 3Y | +689.4% | +32.4% | +657.0% | +570.5% |
| 5Y | +75.3% | +59.2% | +16.2% | +41.7% |
| All | +420.1% | +242.1% | +178.1% | +210.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling