-33.8%
HUT vs ROIV
+378.2%
-412.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +6.2% | +8.4% | +11.9% |
| 7D | -11.4% | +5.3% | -16.7% | -13.7% |
| 30D | -41.0% | +11.9% | -52.9% | -44.0% |
| 3M | -41.9% | +10.7% | -52.6% | -45.0% |
| 6M | -51.7% | +34.9% | -86.6% | -58.2% |
| YTD | +14.6% | +79.2% | -64.6% | -10.9% |
| 1Y | +21.4% | +89.0% | -67.6% | -7.3% |
| 3Y | +359.8% | +337.3% | +22.5% | +158.4% |
| All | -33.8% | +378.2% | -412.0% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling