-0.4%
AXP vs HUBS
-54.3%
+53.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.2% |
| 7D | -0.5% | -9.0% | +8.5% | +0.2% |
| 30D | -5.6% | +7.2% | -12.9% | -6.2% |
| 3M | +2.2% | +20.9% | -18.6% | +0.3% |
| 6M | +6.7% | -13.0% | +19.8% | +7.0% |
| YTD | -11.5% | -43.8% | +32.3% | -6.4% |
| 1Y | -0.4% | -54.6% | +54.3% | +9.0% |
| All | -0.4% | -54.3% | +53.9% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 1y: compounded portfolio wealth divided by compounded HUBS 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…
1y analysis · Full analysis span regression · 6 months rolling