-21.3%
HUT vs PTC
+60.7%
-82.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | +9.3% | +0.5% | +8.9% | +9.0% |
| 30D | -23.1% | +1.2% | -24.3% | -23.8% |
| 3M | -30.6% | +27.4% | -58.0% | -45.9% |
| 6M | -46.9% | +39.2% | -86.0% | -64.7% |
| YTD | +25.3% | +12.5% | +12.8% | +2.0% |
| 1Y | +59.8% | +12.3% | +47.6% | +30.3% |
| 3Y | +467.2% | +28.8% | +438.4% | +266.2% |
| All | -21.3% | +60.7% | -82.0% | -61.4% |
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