+660.0%
AAPL vs HUT
+435.6%
+224.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.1% |
| 7D | -3.0% | +18.9% | -21.8% | -4.0% |
| 30D | +2.3% | +12.0% | -9.7% | +1.4% |
| 3M | +8.6% | -14.9% | +23.5% | +8.7% |
| 6M | +21.6% | +96.8% | -75.2% | +14.9% |
| YTD | +16.3% | +108.8% | -92.5% | +8.8% |
| 1Y | +35.1% | +227.4% | -192.3% | +21.5% |
| 3Y | +79.4% | +760.3% | -680.9% | +43.6% |
| 5Y | +109.8% | +86.1% | +23.8% | +70.1% |
| All | +660.0% | +435.6% | +224.4% | +406.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling