+117.0%
AXP vs HUT
+71.6%
+45.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.7% |
| 7D | -2.1% | +17.8% | -19.9% | -3.7% |
| 30D | -6.5% | +0.8% | -7.4% | -6.9% |
| 3M | +4.6% | -26.8% | +31.4% | +6.4% |
| 6M | +5.4% | +72.6% | -67.1% | -3.1% |
| YTD | -11.1% | +103.6% | -114.7% | -20.6% |
| 1Y | -0.3% | +265.3% | -265.6% | -18.3% |
| 3Y | +111.6% | +689.4% | -577.8% | +44.9% |
| All | +117.0% | +71.6% | +45.4% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling