+111.1%
AXP vs HUT
+699.5%
-588.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.6% |
| 7D | -2.1% | +17.8% | -19.9% | -3.5% |
| 30D | -6.5% | +0.8% | -7.4% | -6.9% |
| 3M | +4.6% | -26.8% | +31.4% | +6.2% |
| 6M | +5.4% | +72.6% | -67.1% | -2.2% |
| YTD | -11.1% | +103.6% | -114.7% | -19.7% |
| 1Y | -0.3% | +265.3% | -265.6% | -17.0% |
| All | +111.1% | +699.5% | -588.5% | +51.7% |
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