+403.8%
HUT vs PSA
+110.1%
+293.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | +2.8% | -3.6% | +6.5% | +5.3% |
| 30D | +2.1% | -9.4% | +11.4% | +8.4% |
| 3M | -14.3% | -8.2% | -6.1% | -11.3% |
| 6M | +84.2% | -1.8% | +86.1% | +82.4% |
| YTD | +97.2% | +15.7% | +81.5% | +75.0% |
| 1Y | +192.7% | +6.3% | +186.4% | +172.5% |
| 3Y | +712.6% | +21.6% | +691.0% | +555.7% |
| 5Y | +85.5% | +13.5% | +72.0% | +59.0% |
| All | +403.8% | +110.1% | +293.6% | +192.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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