+265.3%
HUT vs IVZ
+56.4%
+208.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +4.9% |
| 7D | +17.8% | +0.6% | +17.1% | +17.0% |
| 30D | +0.8% | +4.0% | -3.2% | -4.4% |
| 3M | -26.8% | +18.2% | -45.0% | -41.7% |
| 6M | +72.6% | +32.8% | +39.7% | +16.5% |
| YTD | +103.6% | +28.7% | +74.9% | +32.7% |
| 1Y | +265.3% | +55.4% | +209.9% | +95.2% |
| All | +265.3% | +56.4% | +208.8% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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