+38.3%
IEMG vs HUT
+238.9%
-200.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.5% | +0.9% |
| 7D | +2.2% | +17.8% | -15.5% | +0.1% |
| 30D | +4.6% | +0.8% | +3.8% | +4.1% |
| 3M | +0.4% | -26.8% | +27.2% | +2.8% |
| 6M | +16.4% | +72.6% | -56.2% | +7.3% |
| YTD | +25.4% | +103.6% | -78.2% | +13.7% |
| 1Y | +38.3% | +265.3% | -227.0% | +21.0% |
| All | +38.3% | +238.9% | -200.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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