+792.3%
HUT vs PHM
+52.3%
+740.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +8.4% |
| 7D | +28.3% | -2.5% | +30.7% | +29.9% |
| 30D | +12.3% | -9.7% | +22.0% | +18.5% |
| 3M | -16.8% | +2.2% | -19.0% | -20.8% |
| 6M | +111.4% | -5.7% | +117.0% | +113.0% |
| YTD | +116.6% | +2.8% | +113.7% | +106.0% |
| 1Y | +290.5% | -14.4% | +304.9% | +314.4% |
| 3Y | +792.3% | +52.2% | +740.1% | +535.1% |
| All | +792.3% | +52.3% | +740.0% | +535.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 3y: compounded portfolio wealth divided by compounded PHM 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…
3y analysis · Full analysis span regression · 6 months rolling