+114.9%
AXP vs HUBS
-49.2%
+164.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -0.1% | +8.3% | -8.4% | -1.4% |
| 30D | +4.4% | -4.0% | +8.4% | +4.8% |
| 3M | -6.4% | -9.7% | +3.3% | -5.7% |
| 6M | +4.2% | +21.4% | -17.2% | -2.6% |
| YTD | -12.4% | -45.9% | +33.5% | -3.0% |
| 1Y | -11.1% | -44.4% | +33.3% | -2.5% |
| 3Y | +114.9% | -49.7% | +164.5% | +133.3% |
| All | +114.9% | -49.2% | +164.1% | +133.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling