+94.1%
HUT vs PSX
+349.1%
-255.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +5.7% |
| 7D | +28.3% | +2.8% | +25.4% | +26.8% |
| 30D | +12.3% | +27.8% | -15.5% | +0.2% |
| 3M | -16.8% | +42.0% | -58.8% | -29.7% |
| 6M | +111.4% | +58.1% | +53.3% | +64.9% |
| YTD | +116.6% | +105.0% | +11.5% | +45.9% |
| 1Y | +290.5% | +104.9% | +185.6% | +162.3% |
| 3Y | +792.3% | +134.1% | +658.2% | +450.1% |
| 5Y | +94.1% | +363.8% | -269.7% | -30.8% |
| All | +94.1% | +349.1% | -255.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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