+1,446.2%
HUT vs ROIV
+232.7%
+1,213.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +5.6% |
| 7D | +17.8% | +0.6% | +17.2% | +17.5% |
| 30D | +0.8% | +1.0% | -0.1% | +0.4% |
| 3M | -26.8% | +18.3% | -45.1% | -31.2% |
| 6M | +72.6% | +18.3% | +54.2% | +61.7% |
| YTD | +103.6% | +61.0% | +42.7% | +71.0% |
| 1Y | +265.3% | +177.9% | +87.4% | +154.1% |
| 3Y | +689.4% | +199.1% | +490.4% | +427.1% |
| 5Y | +75.3% | +250.7% | -175.4% | -9.7% |
| All | +1,446.2% | +232.7% | +1,213.5% | +830.8% |
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