+86.1%
HUT vs IEF
-8.6%
+94.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +18.9% | -0.3% | +19.2% | +19.1% |
| 30D | +12.0% | -0.6% | +12.6% | +12.4% |
| 3M | -14.9% | -1.0% | -13.9% | -14.3% |
| 6M | +96.8% | -3.1% | +99.9% | +100.2% |
| YTD | +108.8% | -1.9% | +110.7% | +111.5% |
| 1Y | +227.4% | -1.4% | +228.7% | +230.7% |
| 3Y | +760.3% | +9.8% | +750.5% | +708.6% |
| 5Y | +86.1% | -8.8% | +94.9% | +50.8% |
| All | +86.1% | -8.6% | +94.7% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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