-16.8%
HUT vs INIO
-33.6%
+16.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.1% | +1.3% | +3.7% |
| 7D | +28.3% | +12.1% | +16.2% | +21.1% |
| 30D | +12.3% | -20.2% | +32.5% | +25.9% |
| 3M | -16.8% | -35.3% | +18.5% | -3.8% |
| All | -16.8% | -33.6% | +16.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling