+217.0%
HUT vs PH
+505.5%
-288.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.2% | +4.1% | +4.5% |
| 7D | +3.7% | +3.0% | +0.6% | +2.5% |
| 30D | -32.3% | -0.6% | -31.7% | -30.9% |
| 3M | -35.6% | -10.7% | -24.9% | -27.4% |
| 6M | -42.1% | +9.1% | -51.2% | -45.6% |
| YTD | +24.1% | +9.5% | +14.6% | +18.4% |
| 1Y | +27.9% | +14.0% | +13.8% | +18.0% |
| 3Y | +409.1% | +138.9% | +270.2% | +170.5% |
| 5Y | -25.9% | +209.1% | -235.1% | -66.6% |
| All | +217.0% | +505.5% | -288.5% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling