+85.5%
HUT vs PBR
+558.3%
-472.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.2% | -7.7% | -6.4% |
| 7D | +2.8% | +4.2% | -1.4% | +1.0% |
| 30D | +2.1% | +22.7% | -20.7% | -6.7% |
| 3M | -14.3% | +21.5% | -35.8% | -21.3% |
| 6M | +84.2% | +24.0% | +60.2% | +63.5% |
| YTD | +97.2% | +88.2% | +9.0% | +44.0% |
| 1Y | +192.7% | +74.8% | +117.9% | +120.2% |
| 3Y | +712.6% | +105.1% | +607.4% | +462.1% |
| 5Y | +85.5% | +572.2% | -486.8% | -33.1% |
| All | +85.5% | +558.3% | -472.9% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling