+89.6%
AXP vs HUT
-31.8%
+121.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.6% | -15.8% | -2.6% |
| 7D | +0.6% | -11.4% | +12.0% | +1.1% |
| 30D | +5.8% | -41.0% | +46.9% | +10.2% |
| 3M | -6.0% | -41.9% | +35.9% | -2.6% |
| 6M | +0.3% | -51.7% | +52.0% | +4.4% |
| YTD | -12.3% | +14.6% | -26.9% | -18.5% |
| 1Y | -11.2% | +21.4% | -32.6% | -19.0% |
| 3Y | +117.0% | +359.8% | -242.8% | +52.4% |
| All | +89.6% | -31.8% | +121.3% | +47.4% |
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