+86.1%
HUT vs APTV
-69.9%
+155.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -1.2% |
| 7D | +18.9% | -1.2% | +20.0% | +19.9% |
| 30D | +12.0% | -10.6% | +22.6% | +22.7% |
| 3M | -14.9% | -35.0% | +20.2% | +23.4% |
| 6M | +96.8% | -38.9% | +135.7% | +197.8% |
| YTD | +108.8% | -41.5% | +150.3% | +229.7% |
| 1Y | +227.4% | -45.8% | +273.2% | +456.4% |
| 3Y | +760.3% | -55.7% | +816.0% | +1,606.9% |
| 5Y | +86.1% | -70.1% | +156.2% | +461.3% |
| All | +86.1% | -69.9% | +155.9% | +461.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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