+278.1%
AXP vs HUT
+422.3%
-144.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.6% |
| 7D | -2.1% | +17.8% | -19.9% | -3.3% |
| 30D | -6.5% | +0.8% | -7.4% | -6.9% |
| 3M | +4.6% | -26.8% | +31.4% | +6.0% |
| 6M | +5.4% | +72.6% | -67.1% | -0.9% |
| YTD | -11.1% | +103.6% | -114.7% | -18.1% |
| 1Y | -0.3% | +265.3% | -265.6% | -13.6% |
| 3Y | +111.6% | +689.4% | -577.8% | +62.6% |
| 5Y | +117.6% | +75.3% | +42.2% | +70.7% |
| All | +278.1% | +422.3% | -144.2% | +123.0% |
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