-13.7%
AXP vs HUT
+38.0%
-51.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.6% |
| 7D | -2.1% | +34.9% | -37.0% | -3.0% |
| 30D | +2.7% | -25.9% | +28.5% | +3.5% |
| 3M | -7.3% | -31.7% | +24.4% | -6.5% |
| 6M | +1.8% | -42.2% | +44.0% | +2.7% |
| YTD | -13.1% | +34.9% | -48.0% | -17.9% |
| 1Y | -13.7% | +48.5% | -62.2% | -19.1% |
| All | -13.7% | +38.0% | -51.7% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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