+265.3%
HUT vs IWD
+30.5%
+234.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +8.7% |
| 7D | +17.8% | -0.3% | +18.1% | +19.0% |
| 30D | +0.8% | +0.6% | +0.3% | -2.7% |
| 3M | -26.8% | +7.2% | -34.0% | -47.8% |
| 6M | +72.6% | +16.2% | +56.4% | -14.4% |
| YTD | +103.6% | +23.3% | +80.3% | -20.5% |
| 1Y | +265.3% | +29.6% | +235.7% | +24.7% |
| All | +265.3% | +30.5% | +234.8% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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