+95.6%
AXP vs HUT
-38.2%
+133.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -1.7% |
| 7D | +0.4% | -30.8% | +31.2% | +3.3% |
| 30D | +7.0% | -50.2% | +57.2% | +13.4% |
| 3M | -6.6% | -50.5% | +43.9% | -1.6% |
| 6M | +3.5% | -42.9% | +46.4% | +5.2% |
| YTD | -11.2% | 0.0% | -11.2% | -16.4% |
| 1Y | -10.2% | -2.2% | -7.9% | -16.2% |
| 3Y | +120.0% | +289.4% | -169.4% | +57.1% |
| 5Y | +95.6% | -36.7% | +132.3% | +51.6% |
| All | +95.6% | -38.2% | +133.8% | +51.6% |
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 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