+295.9%
APP vs HUT
-30.5%
+326.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.3% | -3.5% | +2.8% |
| 7D | +79.2% | +3.7% | +75.5% | +74.1% |
| 30D | +48.0% | -32.3% | +80.3% | +59.3% |
| 3M | +18.2% | -35.6% | +53.9% | +26.3% |
| 6M | -12.5% | -42.1% | +29.6% | -6.7% |
| YTD | -39.2% | +24.1% | -63.3% | -49.4% |
| 1Y | -33.9% | +27.9% | -61.7% | -46.6% |
| 3Y | +933.3% | +409.1% | +524.2% | +358.7% |
| 5Y | +295.9% | -25.9% | +321.8% | +163.5% |
| All | +295.9% | -30.5% | +326.4% | +163.5% |
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 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