+138.1%
AAPL vs HUT
-30.5%
+168.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.3% | -5.9% | +1.8% |
| 7D | +3.7% | +3.7% | 0.0% | +2.8% |
| 30D | +4.2% | -32.3% | +36.5% | +6.5% |
| 3M | +12.0% | -35.6% | +47.7% | +14.2% |
| 6M | +19.8% | -42.1% | +61.9% | +21.7% |
| YTD | +29.3% | +24.1% | +5.2% | +20.4% |
| 1Y | +31.1% | +27.9% | +3.2% | +20.4% |
| 3Y | +94.9% | +409.1% | -314.3% | +38.6% |
| 5Y | +138.1% | -25.9% | +164.0% | +101.8% |
| All | +138.1% | -30.5% | +168.6% | +101.8% |
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