+8.4%
PCG vs HUT
-17.9%
+26.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.6% | -8.5% | -1.4% |
| 7D | -2.2% | +24.8% | -27.0% | -3.4% |
| 30D | -0.5% | -28.4% | +27.9% | +0.8% |
| 3M | -24.0% | -31.2% | +7.3% | -23.0% |
| 6M | -18.6% | -40.2% | +21.6% | -17.6% |
| YTD | -17.7% | +32.9% | -50.6% | -21.1% |
| 1Y | -20.0% | +39.1% | -59.1% | -23.9% |
| 3Y | -20.2% | +462.8% | -483.0% | -34.2% |
| 5Y | +8.4% | -13.9% | +22.2% | -2.1% |
| All | +8.4% | -17.9% | +26.2% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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