+42.8%
IGV vs HUT
+371.2%
-328.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.3% | -5.7% | +1.9% |
| 7D | -0.4% | +3.7% | -4.1% | -1.3% |
| 30D | -9.9% | -32.3% | +22.4% | -7.5% |
| 3M | -1.2% | -35.6% | +34.4% | +1.2% |
| 6M | +11.3% | -42.1% | +53.4% | +13.7% |
| YTD | -4.0% | +24.1% | -28.1% | -11.0% |
| 1Y | -7.3% | +27.9% | -35.2% | -15.1% |
| 3Y | +42.8% | +409.1% | -366.3% | +9.9% |
| All | +42.8% | +371.2% | -328.5% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling