+586.2%
APH vs HUT
+156.6%
+429.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.1% | -3.2% | -8.8% |
| 7D | -12.7% | -30.8% | +18.1% | -10.1% |
| 30D | -19.2% | -50.2% | +31.0% | -14.6% |
| 3M | -16.7% | -50.5% | +33.8% | -12.2% |
| 6M | +5.1% | -42.9% | +48.1% | +8.4% |
| YTD | +6.6% | 0.0% | +6.5% | +4.5% |
| 1Y | +3.9% | -2.2% | +6.1% | +1.5% |
| 3Y | +246.0% | +289.4% | -43.4% | +190.2% |
| 5Y | +268.0% | -36.7% | +304.7% | +217.6% |
| All | +586.2% | +156.6% | +429.6% | +364.1% |
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