+208.5%
HUT vs IJH
+14.9%
+193.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +6.0% |
| 7D | +5.4% | -1.9% | +7.3% | +12.8% |
| 30D | +8.6% | -4.6% | +13.3% | +28.9% |
| 3M | -15.2% | -1.2% | -14.1% | -12.5% |
| 6M | +92.9% | +9.4% | +83.5% | +44.0% |
| YTD | +114.6% | +13.3% | +101.3% | +42.8% |
| 1Y | +208.5% | +13.4% | +195.1% | +102.9% |
| All | +208.5% | +14.9% | +193.6% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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