+83.1%
IVV vs HUT
+71.6%
+11.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.9% |
| 7D | +0.1% | +17.8% | -17.7% | -1.2% |
| 30D | +0.1% | +0.8% | -0.8% | -0.3% |
| 3M | +2.0% | -26.8% | +28.8% | +3.5% |
| 6M | +13.0% | +72.6% | -59.5% | +5.8% |
| YTD | +13.6% | +103.6% | -90.0% | +4.0% |
| 1Y | +20.1% | +265.3% | -245.2% | +2.8% |
| 3Y | +77.6% | +689.4% | -611.8% | +31.3% |
| All | +83.1% | +71.6% | +11.4% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling