+114.5%
AXP vs HUBS
-66.3%
+180.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +2.9% | -0.6% |
| 7D | -2.5% | -6.2% | +3.8% | -1.4% |
| 30D | -5.0% | +6.6% | -11.6% | -6.6% |
| 3M | +1.4% | +16.4% | -15.1% | -3.1% |
| 6M | +6.0% | -19.7% | +25.7% | +7.2% |
| YTD | -12.3% | -42.6% | +30.3% | -5.5% |
| 1Y | +0.3% | -54.2% | +54.5% | +12.9% |
| 3Y | +111.7% | -57.1% | +168.8% | +137.0% |
| 5Y | +114.5% | -66.2% | +180.8% | +124.9% |
| All | +114.5% | -66.3% | +180.8% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling