-7.5%
IGV vs HUT
-2.9%
-4.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -23.2% | +24.1% | +2.1% |
| 7D | -7.5% | -29.5% | +22.1% | -6.0% |
| 30D | -5.6% | -45.2% | +39.6% | -3.0% |
| 3M | +1.5% | -51.6% | +53.2% | +4.7% |
| 6M | +17.1% | -37.3% | +54.4% | +16.6% |
| YTD | -2.0% | +6.5% | -8.5% | -8.8% |
| 1Y | -7.5% | +1.7% | -9.2% | -14.2% |
| All | -7.5% | -2.9% | -4.6% | -14.2% |
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