+208.5%
HUT vs IEFA
+18.9%
+189.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +5.5% |
| 7D | +5.4% | -1.6% | +7.0% | +11.3% |
| 30D | +8.6% | -1.5% | +10.1% | +14.7% |
| 3M | -15.2% | +3.4% | -18.6% | -24.5% |
| 6M | +92.9% | +9.5% | +83.4% | +48.6% |
| YTD | +114.6% | +13.0% | +101.6% | +50.4% |
| 1Y | +208.5% | +18.0% | +190.5% | +92.7% |
| All | +208.5% | +18.9% | +189.6% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling