+155.5%
HUT vs IP
-3.9%
+159.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.0% | -2.2% | -4.2% |
| 7D | -30.8% | -5.0% | -25.9% | -29.5% |
| 30D | -50.2% | +6.5% | -56.7% | -52.2% |
| 3M | -50.5% | -18.0% | -32.4% | -46.0% |
| 6M | -42.9% | +10.3% | -53.2% | -47.4% |
| YTD | 0.0% | -9.9% | +9.9% | +1.2% |
| 1Y | -2.2% | -1.1% | -1.2% | -5.4% |
| 3Y | +289.4% | +13.0% | +276.4% | +235.8% |
| 5Y | -36.7% | -12.3% | -24.4% | -37.2% |
| All | +155.5% | -3.9% | +159.4% | +96.5% |
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