+12.7%
IGV vs HUT
-37.6%
+50.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.6% | -5.7% | +1.6% |
| 7D | -1.3% | +24.8% | -26.0% | -2.0% |
| 30D | -8.1% | -28.4% | +20.2% | -7.9% |
| 3M | -1.6% | -31.2% | +29.6% | -1.6% |
| 6M | +12.7% | -40.2% | +53.0% | +11.0% |
| All | +12.7% | -37.6% | +50.4% | +11.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling