-25.9%
HUT vs PSA
+30.6%
-56.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.1% | +8.2% |
| 7D | +3.7% | +1.5% | +2.2% | +2.3% |
| 30D | -32.3% | +16.7% | -49.0% | -39.1% |
| 3M | -35.6% | +4.0% | -39.7% | -38.0% |
| 6M | -42.1% | +10.9% | -52.9% | -48.0% |
| YTD | +24.1% | +34.2% | -10.1% | -1.3% |
| 1Y | +27.9% | +26.6% | +1.2% | +5.4% |
| 3Y | +409.1% | +54.7% | +354.4% | +229.9% |
| 5Y | -25.9% | +30.0% | -56.0% | -36.1% |
| All | -25.9% | +30.6% | -56.5% | -36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling