+671.1%
AAPL vs HUT
+422.3%
+248.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -2.9% |
| 7D | +0.1% | +17.8% | -17.7% | -0.9% |
| 30D | +3.0% | +0.8% | +2.1% | +2.7% |
| 3M | +2.9% | -26.8% | +29.7% | +3.8% |
| 6M | +22.1% | +72.6% | -50.5% | +16.3% |
| YTD | +18.0% | +103.6% | -85.6% | +10.6% |
| 1Y | +33.9% | +265.3% | -231.3% | +19.6% |
| 3Y | +71.2% | +689.4% | -618.2% | +37.8% |
| 5Y | +112.6% | +75.3% | +37.3% | +72.8% |
| All | +671.1% | +422.3% | +248.8% | +414.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling