+286.7%
AXP vs HUT
+173.3%
+113.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -23.2% | +25.4% | +3.8% |
| 7D | +4.6% | -29.5% | +34.1% | +6.8% |
| 30D | +9.7% | -45.2% | +54.9% | +13.8% |
| 3M | -3.8% | -51.6% | +47.8% | +0.2% |
| 6M | +4.8% | -37.3% | +42.1% | +5.6% |
| YTD | -9.1% | +6.5% | -15.6% | -13.0% |
| 1Y | -6.7% | +1.7% | -8.4% | -11.1% |
| 3Y | +125.2% | +314.7% | -189.5% | +80.3% |
| 5Y | +105.0% | -33.4% | +138.4% | +70.7% |
| All | +286.7% | +173.3% | +113.5% | +137.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling