+659.5%
HUT vs ROIV
+248.8%
+410.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.2% | -1.9% | -4.5% |
| 7D | -30.8% | -2.4% | -28.4% | -30.6% |
| 30D | -50.2% | +3.1% | -53.2% | -51.0% |
| 3M | -50.5% | +5.8% | -56.3% | -52.1% |
| 6M | -42.9% | +29.3% | -72.2% | -49.1% |
| YTD | 0.0% | +68.8% | -68.7% | -18.5% |
| 1Y | -2.2% | +81.0% | -83.3% | -22.1% |
| 3Y | +289.4% | +294.6% | -5.2% | +141.1% |
| 5Y | -36.7% | +373.1% | -409.8% | -70.4% |
| All | +659.5% | +248.8% | +410.7% | +343.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling