+116.7%
AXP vs HUT
+398.0%
-281.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.2% |
| 7D | -0.6% | -10.9% | +10.3% | -0.2% |
| 30D | +5.0% | -32.6% | +37.6% | +7.4% |
| 3M | -4.2% | -33.7% | +29.5% | -2.5% |
| 6M | +2.9% | -42.3% | +45.3% | +4.8% |
| YTD | -11.6% | +23.6% | -35.2% | -17.7% |
| 1Y | -11.1% | +20.4% | -31.4% | -17.7% |
| 3Y | +116.7% | +423.2% | -306.5% | +61.6% |
| All | +116.7% | +398.0% | -281.3% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling