+192.7%
HUT vs IP
-3.1%
+195.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +0.8% | +13.7% | +14.2% |
| 7D | -11.4% | -5.1% | -6.3% | -9.5% |
| 30D | -41.0% | +8.5% | -49.6% | -43.9% |
| 3M | -41.9% | -13.8% | -28.1% | -38.3% |
| 6M | -51.7% | +5.7% | -57.4% | -54.7% |
| YTD | +14.6% | -9.1% | +23.7% | +15.5% |
| 1Y | +21.4% | -0.8% | +22.2% | +17.4% |
| 3Y | +359.8% | +14.8% | +345.0% | +293.5% |
| 5Y | -27.5% | -11.5% | -16.0% | -28.3% |
| All | +192.7% | -3.1% | +195.8% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling