-33.8%
HUT vs PTC
+55.9%
-89.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +0.2% | +14.3% | +14.4% |
| 7D | -11.4% | -0.2% | -11.1% | -11.3% |
| 30D | -41.0% | +0.8% | -41.8% | -41.4% |
| 3M | -41.9% | +32.1% | -74.0% | -56.7% |
| 6M | -51.7% | +42.6% | -94.3% | -69.5% |
| YTD | +14.6% | +12.0% | +2.6% | -6.7% |
| 1Y | +21.4% | +12.2% | +9.2% | -1.1% |
| 3Y | +359.8% | +31.2% | +328.6% | +186.2% |
| All | -33.8% | +55.9% | -89.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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