+192.7%
HUT vs PH
+481.0%
-288.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +2.9% | +11.7% | +12.0% |
| 7D | -11.4% | +2.0% | -13.4% | -11.9% |
| 30D | -41.0% | -3.7% | -37.4% | -38.1% |
| 3M | -41.9% | -14.0% | -27.9% | -32.3% |
| 6M | -51.7% | +2.1% | -53.8% | -51.9% |
| YTD | +14.6% | +5.1% | +9.5% | +13.3% |
| 1Y | +21.4% | +10.9% | +10.5% | +14.8% |
| 3Y | +359.8% | +132.9% | +226.9% | +150.0% |
| 5Y | -27.5% | +200.1% | -227.6% | -66.3% |
| All | +192.7% | +481.0% | -288.2% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling