-21.3%
HUT vs PH
+203.8%
-225.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | +9.3% | +4.3% | +5.0% | +3.4% |
| 30D | -23.1% | +0.1% | -23.2% | -21.8% |
| 3M | -30.6% | -9.4% | -21.2% | -19.3% |
| 6M | -46.9% | +8.8% | -55.6% | -52.2% |
| YTD | +25.3% | +9.6% | +15.7% | +13.8% |
| 1Y | +59.8% | +14.4% | +45.4% | +37.3% |
| 3Y | +467.2% | +134.5% | +332.7% | +90.8% |
| All | -21.3% | +203.8% | -225.1% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling