+420.1%
HUT vs PSX
+274.9%
+145.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | +17.8% | +4.5% | +13.2% | +15.2% |
| 30D | +0.8% | +26.6% | -25.8% | -11.2% |
| 3M | -26.8% | +39.3% | -66.0% | -39.0% |
| 6M | +72.6% | +56.8% | +15.7% | +31.4% |
| YTD | +103.6% | +101.8% | +1.8% | +34.7% |
| 1Y | +265.3% | +99.6% | +165.7% | +142.4% |
| 3Y | +689.4% | +140.3% | +549.1% | +366.9% |
| 5Y | +75.3% | +339.3% | -264.0% | -28.9% |
| All | +420.1% | +274.9% | +145.2% | +116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling