+86.3%
HUT vs APD
+27.6%
+58.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.8% |
| 7D | +17.8% | -2.2% | +20.0% | +19.3% |
| 30D | +0.8% | +2.1% | -1.2% | -1.2% |
| 3M | -26.8% | +7.2% | -34.0% | -31.8% |
| 6M | +72.6% | +11.2% | +61.3% | +55.4% |
| YTD | +103.6% | +24.4% | +79.2% | +66.2% |
| 1Y | +265.3% | +6.7% | +258.6% | +233.3% |
| 3Y | +689.4% | +9.2% | +680.2% | +596.4% |
| All | +86.3% | +27.6% | +58.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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