+122.3%
HUT vs IOT
+55.2%
+67.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.7% | +0.1% | -2.0% |
| 7D | +18.9% | +5.1% | +13.8% | +16.6% |
| 30D | +12.0% | -3.0% | +15.0% | +12.6% |
| 3M | -14.9% | +15.0% | -29.8% | -24.2% |
| 6M | +96.8% | +13.1% | +83.7% | +70.0% |
| YTD | +108.8% | +9.0% | +99.8% | +76.8% |
| 1Y | +227.4% | +0.1% | +227.2% | +190.7% |
| 3Y | +760.3% | +26.4% | +733.8% | +517.2% |
| All | +122.3% | +55.2% | +67.1% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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