+109.0%
AAPL vs HUT
+102.6%
+6.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.5% | -1.7% |
| 7D | -2.7% | +28.3% | -31.0% | -4.7% |
| 30D | +1.0% | +12.3% | -11.3% | -0.2% |
| 3M | +5.0% | -16.8% | +21.8% | +5.3% |
| 6M | +23.0% | +111.4% | -88.3% | +12.6% |
| YTD | +16.6% | +116.6% | -99.9% | +5.4% |
| 1Y | +33.4% | +290.5% | -257.0% | +11.8% |
| 3Y | +79.9% | +792.3% | -712.4% | +25.1% |
| 5Y | +109.0% | +94.1% | +14.9% | +49.9% |
| All | +109.0% | +102.6% | +6.4% | +49.9% |
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