-21.3%
HUT vs PCAR
+114.3%
-135.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.3% | -7.4% | -7.4% |
| 7D | +9.3% | +4.9% | +4.4% | +4.8% |
| 30D | -23.1% | -1.4% | -21.7% | -23.2% |
| 3M | -30.6% | -18.1% | -12.5% | -17.4% |
| 6M | -46.9% | -4.0% | -42.8% | -47.0% |
| YTD | +25.3% | -1.5% | +26.8% | +24.7% |
| 1Y | +59.8% | +13.2% | +46.6% | +38.0% |
| 3Y | +467.2% | +35.8% | +431.4% | +278.4% |
| All | -21.3% | +114.3% | -135.6% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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