+220.1%
HUT vs PH
+505.0%
-284.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -6.9% | -6.9% |
| 7D | +9.3% | +4.1% | +5.2% | +5.6% |
| 30D | -23.1% | -0.1% | -23.0% | -21.8% |
| 3M | -30.6% | -9.6% | -21.0% | -22.7% |
| 6M | -46.9% | +8.5% | -55.4% | -49.9% |
| YTD | +25.3% | +9.4% | +15.9% | +19.7% |
| 1Y | +59.8% | +14.2% | +45.6% | +47.3% |
| 3Y | +467.2% | +134.0% | +333.2% | +206.4% |
| 5Y | -24.6% | +203.8% | -228.4% | -65.7% |
| All | +220.1% | +505.0% | -284.9% | -12.2% |
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