+114.5%
AXP vs HUBS
-56.3%
+170.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | +0.6% | -4.3% | +4.8% | +1.3% |
| 30D | -4.3% | +14.2% | -18.6% | -6.8% |
| 3M | +4.7% | +15.5% | -10.8% | +0.7% |
| 6M | +9.0% | -18.9% | +27.9% | +11.1% |
| YTD | -11.1% | -40.1% | +29.0% | -2.7% |
| 1Y | +1.3% | -51.8% | +53.1% | +17.0% |
| 3Y | +114.5% | -55.2% | +169.7% | +143.8% |
| All | +114.5% | -56.3% | +170.8% | +143.8% |
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