+94.9%
AAPL vs HUT
+371.2%
-276.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.3% | -5.9% | +2.2% |
| 7D | +3.7% | +3.7% | 0.0% | +3.2% |
| 30D | +4.2% | -32.3% | +36.5% | +5.3% |
| 3M | +12.0% | -35.6% | +47.7% | +13.1% |
| 6M | +19.8% | -42.1% | +61.9% | +20.6% |
| YTD | +29.3% | +24.1% | +5.2% | +24.2% |
| 1Y | +31.1% | +27.9% | +3.2% | +25.1% |
| 3Y | +94.9% | +409.1% | -314.3% | +70.0% |
| All | +94.9% | +371.2% | -276.4% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling