+86.3%
HUT vs PH
+254.3%
-168.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.5% |
| 7D | +17.8% | -3.1% | +20.8% | +22.6% |
| 30D | +0.8% | -3.2% | +4.1% | +3.8% |
| 3M | -26.8% | +10.6% | -37.4% | -36.9% |
| 6M | +72.6% | -2.1% | +74.7% | +76.6% |
| YTD | +103.6% | +10.2% | +93.4% | +79.3% |
| 1Y | +265.3% | +28.2% | +237.0% | +159.6% |
| 3Y | +689.4% | +134.9% | +554.5% | +163.5% |
| All | +86.3% | +254.3% | -168.0% | -64.5% |
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