+192.7%
HUT vs IYR
+5.4%
+187.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.9% |
| 7D | +2.8% | -2.8% | +5.7% | +4.7% |
| 30D | +2.1% | -2.5% | +4.6% | +3.6% |
| 3M | -14.3% | -3.0% | -11.3% | -14.8% |
| 6M | +84.2% | +1.6% | +82.6% | +67.1% |
| YTD | +97.2% | +7.3% | +89.9% | +71.5% |
| 1Y | +192.7% | +5.6% | +187.1% | +147.6% |
| All | +192.7% | +5.4% | +187.4% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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