+6,524.1%
AXP vs HUBB
+142,140.5%
-135,616.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.8% | -1.3% |
| 7D | +0.6% | +1.7% | -1.1% | +0.6% |
| 30D | +5.8% | -9.7% | +15.5% | +6.0% |
| 3M | -6.0% | -15.2% | +9.1% | -5.8% |
| 6M | +0.3% | -14.0% | +14.3% | +0.5% |
| YTD | -12.3% | -2.4% | -9.8% | -12.3% |
| 1Y | -11.2% | -5.8% | -5.4% | -11.2% |
| 3Y | +117.0% | +60.4% | +56.6% | +115.3% |
| 5Y | +93.2% | +125.4% | -32.2% | +90.6% |
| 10Y | +461.2% | +409.7% | +51.4% | +448.4% |
| All | +6,524.1% | +142,140.5% | -135,616.4% | +6,449.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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