+691.6%
APH vs HUT
+422.3%
+269.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | +0.4% |
| 7D | +5.0% | +17.8% | -12.8% | +3.5% |
| 30D | -3.9% | +0.8% | -4.7% | -4.1% |
| 3M | +13.0% | -26.8% | +39.8% | +14.8% |
| 6M | +25.2% | +72.6% | -47.4% | +18.1% |
| YTD | +22.9% | +103.6% | -80.7% | +14.1% |
| 1Y | +47.8% | +265.3% | -217.4% | +30.0% |
| 3Y | +283.0% | +689.4% | -406.4% | +203.3% |
| 5Y | +349.7% | +75.3% | +274.3% | +261.3% |
| All | +691.6% | +422.3% | +269.3% | +406.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling