+227.4%
HUT vs IVZ
+50.2%
+177.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.7% |
| 7D | +18.9% | +1.2% | +17.7% | +17.3% |
| 30D | +12.0% | +1.8% | +10.2% | +8.7% |
| 3M | -14.9% | +15.7% | -30.6% | -30.8% |
| 6M | +96.8% | +36.3% | +60.5% | +27.3% |
| YTD | +108.8% | +24.9% | +83.9% | +41.3% |
| 1Y | +227.4% | +48.9% | +178.4% | +88.1% |
| All | +227.4% | +50.2% | +177.2% | +88.1% |
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