+29.7%
AAPL vs HUT
+20.9%
+8.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +5.0% | -10.9% | +16.0% | +4.9% |
| 30D | +3.5% | -32.6% | +36.2% | +3.5% |
| 3M | +13.1% | -33.7% | +46.8% | +13.0% |
| 6M | +19.0% | -42.3% | +61.4% | +18.7% |
| YTD | +28.5% | +23.6% | +5.0% | +25.3% |
| 1Y | +29.7% | +20.4% | +9.4% | +26.4% |
| All | +29.7% | +20.9% | +8.8% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling