+11.0%
IVV vs HUT
+13.4%
-2.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +14.6% | -14.2% | -0.5% |
| 7D | -2.7% | -11.4% | +8.7% | -2.4% |
| 30D | -5.4% | -41.0% | +35.7% | -2.8% |
| 3M | -4.1% | -41.9% | +37.9% | -1.7% |
| 6M | +0.7% | -51.7% | +52.4% | +3.6% |
| YTD | +8.7% | +14.6% | -5.9% | +3.9% |
| 1Y | +11.0% | +21.4% | -10.4% | +5.3% |
| All | +11.0% | +13.4% | -2.5% | +5.3% |
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