+821.5%
HUT vs PBR
+99.7%
+721.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.7% | +9.2% |
| 7D | +5.4% | +5.4% | 0.0% | +2.9% |
| 30D | +8.6% | +22.9% | -14.2% | -1.5% |
| 3M | -15.2% | +19.6% | -34.9% | -22.1% |
| 6M | +92.9% | +16.5% | +76.4% | +72.9% |
| YTD | +114.6% | +86.7% | +28.0% | +45.4% |
| 1Y | +208.5% | +74.7% | +133.8% | +116.3% |
| 3Y | +821.5% | +102.6% | +718.9% | +435.9% |
| All | +821.5% | +99.7% | +721.8% | +435.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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