+116.8%
HUT vs IOT
+61.4%
+55.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +4.6% |
| 7D | +17.8% | -2.3% | +20.1% | +18.9% |
| 30D | +0.8% | +3.8% | -2.9% | -1.8% |
| 3M | -26.8% | +14.2% | -41.0% | -34.5% |
| 6M | +72.6% | +40.1% | +32.4% | +30.2% |
| YTD | +103.6% | +13.4% | +90.2% | +69.4% |
| 1Y | +265.3% | +12.2% | +253.1% | +199.6% |
| 3Y | +689.4% | +30.0% | +659.4% | +459.6% |
| All | +116.8% | +61.4% | +55.3% | +12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling