+14.1%
PCG vs HUT
-31.8%
+45.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +14.6% | -16.5% | -2.7% |
| 7D | -1.6% | -11.4% | +9.8% | -1.3% |
| 30D | +1.4% | -41.0% | +42.4% | +3.6% |
| 3M | -23.4% | -41.9% | +18.5% | -21.8% |
| 6M | -19.4% | -51.7% | +32.3% | -17.5% |
| YTD | -18.5% | +14.6% | -33.1% | -21.2% |
| 1Y | -19.5% | +21.4% | -40.9% | -22.9% |
| 3Y | -21.0% | +359.8% | -380.8% | -33.8% |
| All | +14.1% | -31.8% | +45.9% | +1.7% |
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