+20.9%
HUT vs IOVA
+237.6%
-216.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +7.9% |
| 7D | +3.7% | +1.9% | +1.8% | +3.6% |
| 30D | -32.3% | -44.1% | +11.8% | -22.9% |
| 3M | -35.6% | +28.9% | -64.5% | -41.9% |
| 6M | -42.1% | +125.7% | -167.8% | -57.8% |
| YTD | +24.1% | +199.3% | -175.1% | -26.9% |
| All | +20.9% | +237.6% | -216.7% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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