+206.9%
IVV vs HUT
+156.6%
+50.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.1% | +1.7% | -4.1% |
| 7D | -4.8% | -30.8% | +26.1% | -3.0% |
| 30D | -5.9% | -50.2% | +44.3% | -2.6% |
| 3M | -4.5% | -50.5% | +45.9% | -1.4% |
| 6M | +1.8% | -42.9% | +44.8% | +3.3% |
| YTD | +8.4% | 0.0% | +8.4% | +5.6% |
| 1Y | +9.4% | -2.2% | +11.6% | +6.1% |
| 3Y | +75.3% | +289.4% | -214.1% | +49.3% |
| 5Y | +67.8% | -36.7% | +104.5% | +46.2% |
| All | +206.9% | +156.6% | +50.3% | +114.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling