+122.9%
APH vs HUT
+71.6%
+51.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +19.0% | -66.7% | -49.8% |
| 7D | -48.7% | +7.4% | -56.1% | -50.1% |
| 30D | -51.9% | +0.8% | -52.8% | -52.9% |
| 3M | -43.6% | -26.8% | -16.8% | -43.2% |
| 6M | -37.5% | +72.6% | -110.1% | -43.9% |
| YTD | -38.6% | +103.6% | -142.3% | -46.2% |
| 1Y | -26.3% | +265.3% | -291.6% | -40.7% |
| 3Y | +89.2% | +689.4% | -600.2% | +29.1% |
| All | +122.9% | +71.6% | +51.2% | +55.6% |
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